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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 | $38,838 | $55,453-30.0% | $170,435-77.2% | $62,293-37.7% |
| Participation rate | 54.3% | 66.4%-12.1pp | 83.6%-29.3pp | 69.5%-15.2pp |
| Annual return | 16.71% | 21.38%-4.7pp | 205.94%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,310 | $2,164-39.5% | $5,432-75.9% | $2,042-35.9% |
| Participant deferral / active EE | $1,525 | $2,303-33.8% | $4,939-69.1% | $3,169-51.9% |
| Admin fee / account holder | $9,056 | $455+1890.0% | $13,881-34.8% | $479+1789.2% |