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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,119 | $108,212-64.8% | $77,513-50.8% | $158,966-76.0% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 1.51% | 31.67%-30.2pp | 54.81%-53.3pp | 302.95%-301.4pp |
| Employer contribution / active EE | $1,377 | $1,325+3.9% | $987+39.5% | $4,762-71.1% |
| Participant deferral / active EE | $8,570 | $2,455+249.0% | $1,861+360.5% | $5,983+43.2% |
| Admin fee / account holder | $3,875 | $3,709+4.5% | $2,859+35.5% | $11,250-65.6% |