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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 | $29,787 | $82,133-63.7% | $147,318-79.8% | $64,097-53.5% |
| Participation rate | 53.6% | 62.3%-8.7pp | 82.1%-28.5pp | 55.2%-1.6pp |
| Annual return | 25.31% | 78.78%-53.5pp | 70.43%-45.1pp | 34.64%-9.3pp |
| Employer contribution / active EE | $1,332 | $2,872-53.6% | $4,593-71.0% | $1,891-29.6% |
| Participant deferral / active EE | $3,244 | $5,407-40.0% | $7,906-59.0% | $3,080+5.3% |
| Admin fee / account holder | $3,077 | $3,730-17.5% | $13,708-77.6% | $3,454-10.9% |