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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 | $31,355 | $51,638-39.3% | $68,368-54.1% | $82,448-62.0% |
| Participation rate | 54.8% | 63.6%-8.8pp | 73.8%-18.9pp | 68.1%-13.2pp |
| Annual return | 27.58% | 37.53%-10.0pp | 292.57%-265.0pp | 41.64%-14.1pp |
| Employer contribution / active EE | $1,080 | $2,047-47.2% | $2,649-59.2% | $2,551-57.7% |
| Participant deferral / active EE | $3,167 | $2,914+8.7% | $4,123-23.2% | $4,139-23.5% |
| Admin fee / account holder | $725 | $4,643-84.4% | $5,150-85.9% | $7,234-90.0% |