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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 | $32,798 | $101,798-67.8% | $165,071-80.1% | $80,935-59.5% |
| Participation rate | 56.0% | 71.8%-15.8pp | 78.6%-22.6pp | 67.7%-11.7pp |
| Annual return | 12.90% | 16.73%-3.8pp | 70.17%-57.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,422 | $2,954-51.9% | $4,347-67.3% | $2,757-48.4% |
| Participant deferral / active EE | $2,653 | $4,476-40.7% | $6,035-56.0% | $4,299-38.3% |
| Admin fee / account holder | $393 | $8,221-95.2% | $12,695-96.9% | $6,924-94.3% |