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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 | $28,127 | $91,179-69.2% | $178,499-84.2% | $79,852-64.8% |
| Participation rate | 45.2% | 69.2%-24.0pp | 81.9%-36.7pp | 69.6%-24.4pp |
| Annual return | 18.37% | 24.19%-5.8pp | 151.10%-132.7pp | 31.72%-13.4pp |
| Employer contribution / active EE | $1,531 | $3,256-53.0% | $5,011-69.4% | $2,471-38.0% |
| Participant deferral / active EE | $3,068 | $3,236-5.2% | $5,202-41.0% | $3,740-18.0% |
| Admin fee / account holder | $3,632 | $6,749-46.2% | $13,986-74.0% | $5,306-31.5% |