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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 | $31,584 | $78,428-59.7% | $95,960-67.1% | $79,852-60.4% |
| Participation rate | 54.1% | 73.5%-19.4pp | 77.1%-23.0pp | 69.6%-15.6pp |
| Annual return | 13.29% | 19.37%-6.1pp | 91.63%-78.3pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,096 | $1,945-43.6% | $2,541-56.9% | $2,471-55.6% |
| Participant deferral / active EE | $2,996 | $3,440-12.9% | $4,167-28.1% | $3,740-19.9% |
| Admin fee / account holder | $5,136 | $5,622-8.6% | $6,797-24.4% | $5,306-3.2% |