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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 | $33,523 | $101,795-67.1% | $165,100-79.7% | $80,959-58.6% |
| Participation rate | 53.3% | 71.8%-18.6pp | 78.6%-25.4pp | 67.7%-14.4pp |
| Annual return | 11.01% | 16.73%-5.7pp | 70.21%-59.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,793 | $2,954-39.3% | $4,348-58.8% | $2,757-35.0% |
| Participant deferral / active EE | $2,575 | $4,476-42.5% | $6,035-57.3% | $4,300-40.1% |
| Admin fee / account holder | $1,811 | $8,221-78.0% | $12,696-85.7% | $6,925-73.8% |