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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 | $101,763-67.1% | $164,866-79.7% | $80,874-58.5% |
| Participation rate | 53.3% | 71.8%-18.6pp | 78.6%-25.3pp | 67.6%-14.4pp |
| Annual return | 11.01% | 16.73%-5.7pp | 69.97%-59.0pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,793 | $2,954-39.3% | $4,343-58.7% | $2,756-34.9% |
| Participant deferral / active EE | $2,575 | $4,477-42.5% | $6,033-57.3% | $4,297-40.1% |
| Admin fee / account holder | $1,811 | $8,228-78.0% | $12,689-85.7% | $6,935-73.9% |