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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 | $34,107 | $68,880-50.5% | $120,580-71.7% | $80,959-57.9% |
| Participation rate | 55.6% | 61.7%-6.1pp | 72.0%-16.4pp | 67.7%-12.1pp |
| Annual return | 14.66% | 23.68%-9.0pp | 107.48%-92.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,067 | $2,066-48.3% | $3,469-69.2% | $2,757-61.3% |
| Participant deferral / active EE | $1,547 | $3,191-51.5% | $4,995-69.0% | $4,300-64.0% |
| Admin fee / account holder | $2,762 | $5,785-52.3% | $9,418-70.7% | $6,925-60.1% |