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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 | $29,105 | $84,236-65.4% | $170,435-82.9% | $70,126-58.5% |
| Participation rate | 47.6% | 70.8%-23.2pp | 83.6%-36.0pp | 69.5%-21.9pp |
| Annual return | 21.99% | 23.06%-1.1pp | 205.94%-183.9pp | 73.15%-51.2pp |
| Employer contribution / active EE | $1,022 | $3,387-69.8% | $5,432-81.2% | $2,343-56.4% |
| Participant deferral / active EE | $1,151 | $3,086-62.7% | $4,939-76.7% | $3,332-65.5% |
| Admin fee / account holder | $591 | $5,698-89.6% | $13,881-95.7% | $4,645-87.3% |