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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 | $31,927 | $60,442-47.2% | $96,754-67.0% | $87,485-63.5% |
| Participation rate | 50.0% | 58.7%-8.7pp | 70.3%-20.3pp | 68.9%-18.9pp |
| Annual return | 19.85% | 21.97%-2.1pp | 82.04%-62.2pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,433 | $1,691-15.2% | $2,679-46.5% | $2,596-44.8% |
| Participant deferral / active EE | $2,357 | $3,280-28.1% | $4,758-50.5% | $4,274-44.8% |
| Admin fee / account holder | $2,307 | $5,069-54.5% | $8,905-74.1% | $7,775-70.3% |