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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 | $93,345-64.3% | $119,126-72.1% | $87,485-61.9% |
| Participation rate | 52.8% | 68.7%-15.9pp | 75.8%-22.9pp | 68.9%-16.1pp |
| Annual return | 14.13% | 19.08%-4.9pp | 282.11%-268.0pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,001 | $3,172-68.4% | $4,034-75.2% | $2,596-61.4% |
| Participant deferral / active EE | $2,859 | $4,099-30.3% | $5,318-46.2% | $4,274-33.1% |
| Admin fee / account holder | $1,060 | $8,039-86.8% | $10,693-90.1% | $7,775-86.4% |