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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 | $29,068 | $63,861-54.5% | $104,614-72.2% | $79,858-63.6% |
| Participation rate | 53.1% | 64.9%-11.8pp | 74.1%-21.0pp | 69.6%-16.5pp |
| Annual return | 17.64% | 21.30%-3.7pp | 340.56%-322.9pp | 31.72%-14.1pp |
| Employer contribution / active EE | $1,429 | $1,588-10.0% | $2,681-46.7% | $2,471-42.2% |
| Participant deferral / active EE | $2,607 | $2,693-3.2% | $3,739-30.3% | $3,740-30.3% |
| Admin fee / account holder | $2,525 | $4,185-39.7% | $6,464-60.9% | $5,306-52.4% |