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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 | $38,370 | $60,442-36.5% | $96,754-60.3% | $87,485-56.1% |
| Participation rate | 51.7% | 58.7%-7.0pp | 70.3%-18.5pp | 68.9%-17.2pp |
| Annual return | 17.54% | 21.97%-4.4pp | 82.04%-64.5pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,110 | $1,691-34.4% | $2,679-58.6% | $2,596-57.3% |
| Participant deferral / active EE | $2,917 | $3,280-11.1% | $4,758-38.7% | $4,274-31.7% |
| Admin fee / account holder | $1,145 | $5,069-77.4% | $8,905-87.1% | $7,775-85.3% |