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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 | $28,690 | $80,992-64.6% | $96,534-70.3% | $75,173-61.8% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 19.14% | 27.05%-7.9pp | 25.88%-6.7pp | 160.72%-141.6pp |
| Employer contribution / active EE | $1,882 | $2,283-17.6% | $2,965-36.5% | $2,671-29.5% |
| Participant deferral / active EE | $1,931 | $3,929-50.9% | $4,851-60.2% | $4,126-53.2% |
| Admin fee / account holder | $1,100 | $6,717-83.6% | $8,253-86.7% | $5,651-80.5% |