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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 | $30,136 | $87,132-65.4% | $105,624-71.5% | $80,959-62.8% |
| Participation rate | 46.7% | 70.4%-23.8pp | 75.3%-28.6pp | 67.7%-21.0pp |
| Annual return | 16.08% | 17.03%-0.9pp | 116.20%-100.1pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,657 | $2,397-30.9% | $3,168-47.7% | $2,757-39.9% |
| Participant deferral / active EE | $2,748 | $3,985-31.0% | $5,013-45.2% | $4,300-36.1% |
| Admin fee / account holder | $1,592 | $8,449-81.2% | $10,961-85.5% | $6,925-77.0% |