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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 | $29,131 | $88,672-67.1% | $105,223-72.3% | $82,448-64.7% |
| Participation rate | 53.1% | 67.9%-14.8pp | 75.0%-21.9pp | 68.1%-14.9pp |
| Annual return | 20.24% | 30.86%-10.6pp | 180.65%-160.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,441 | $3,048-52.7% | $3,689-60.9% | $2,551-43.5% |
| Participant deferral / active EE | $2,980 | $4,036-26.2% | $5,072-41.2% | $4,139-28.0% |
| Admin fee / account holder | $1,678 | $7,146-76.5% | $8,859-81.1% | $7,234-76.8% |