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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 | $53,688 | $91,198-41.1% | $178,503-69.9% | $79,856-32.8% |
| Participation rate | 53.7% | 69.2%-15.5pp | 81.9%-28.2pp | 69.6%-16.0pp |
| Annual return | 23.08% | 24.20%-1.1pp | 151.12%-128.0pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,233 | $3,257-62.1% | $5,011-75.4% | $2,471-50.1% |
| Participant deferral / active EE | $2,052 | $3,237-36.6% | $5,202-60.5% | $3,741-45.1% |
| Admin fee / account holder | $933 | $6,748-86.2% | $13,987-93.3% | $5,306-82.4% |