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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 | $37,302 | $58,828-36.6% | $78,002-52.2% | $62,881-40.7% |
| Participation rate | 59.5% | 71.1%-11.6pp | 75.5%-16.1pp | 69.3%-9.8pp |
| Annual return | 9.56% | 17.16%-7.6pp | 425.99%-416.4pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,183 | $1,672-29.2% | $2,470-52.1% | $2,281-48.1% |
| Participant deferral / active EE | $2,197 | $2,686-18.2% | $3,497-37.2% | $3,203-31.4% |
| Admin fee / account holder | $481 | $4,393-89.1% | $5,481-91.2% | $4,296-88.8% |