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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 | $33,291 | $88,672-62.5% | $105,223-68.4% | $82,448-59.6% |
| Participation rate | 52.8% | 67.9%-15.1pp | 75.0%-22.2pp | 68.1%-15.2pp |
| Annual return | 14.13% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,001 | $3,048-67.1% | $3,689-72.9% | $2,551-60.7% |
| Participant deferral / active EE | $2,859 | $4,036-29.2% | $5,072-43.6% | $4,139-30.9% |
| Admin fee / account holder | $1,060 | $7,146-85.2% | $8,859-88.0% | $7,234-85.3% |