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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 | $31,566 | $101,795-69.0% | $165,100-80.9% | $80,959-61.0% |
| Participation rate | 51.9% | 71.8%-19.9pp | 78.6%-26.7pp | 67.7%-15.7pp |
| Annual return | 16.04% | 16.73%-0.7pp | 70.21%-54.2pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,781 | $2,954-39.7% | $4,348-59.0% | $2,757-35.4% |
| Participant deferral / active EE | $3,381 | $4,476-24.5% | $6,035-44.0% | $4,300-21.4% |
| Admin fee / account holder | $808 | $8,221-90.2% | $12,696-93.6% | $6,925-88.3% |