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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 | $32,114 | $88,672-63.8% | $105,223-69.5% | $82,448-61.0% |
| Participation rate | 50.7% | 67.9%-17.2pp | 75.0%-24.3pp | 68.1%-17.4pp |
| Annual return | 20.79% | 30.86%-10.1pp | 180.65%-159.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,240 | $3,048-59.3% | $3,689-66.4% | $2,551-51.4% |
| Participant deferral / active EE | $2,764 | $4,036-31.5% | $5,072-45.5% | $4,139-33.2% |
| Admin fee / account holder | $3,349 | $7,146-53.1% | $8,859-62.2% | $7,234-53.7% |