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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 | $33,672 | $83,369-59.6% | $105,223-68.0% | $67,986-50.5% |
| Participation rate | 46.6% | 56.3%-9.7pp | 75.0%-28.4pp | 57.2%-10.6pp |
| Annual return | 20.47% | 24.64%-4.2pp | 180.65%-160.2pp | 31.67%-11.2pp |
| Employer contribution / active EE | $1,375 | $2,541-45.9% | $3,689-62.7% | $2,019-31.9% |
| Participant deferral / active EE | $2,640 | $3,295-19.9% | $5,072-47.9% | $3,358-21.4% |
| Admin fee / account holder | $1,026 | $4,073-74.8% | $8,859-88.4% | $3,203-68.0% |