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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 | $30,751 | $77,901-60.5% | $149,717-79.5% | $75,181-59.1% |
| Participation rate | 52.3% | 65.6%-13.3pp | 78.8%-26.5pp | 67.2%-14.9pp |
| Annual return | 31.94% | 31.73%+0.2pp | 134.41%-102.5pp | 160.69%-128.7pp |
| Employer contribution / active EE | $1,456 | $3,137-53.6% | $4,820-69.8% | $2,671-45.5% |
| Participant deferral / active EE | $3,758 | $3,411+10.2% | $5,682-33.9% | $4,126-8.9% |
| Admin fee / account holder | $1,930 | $5,949-67.6% | $13,213-85.4% | $5,650-65.8% |