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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 | $34,078 | $65,428-47.9% | $169,390-79.9% | $71,511-52.3% |
| Participation rate | 51.9% | 66.9%-15.0pp | 77.2%-25.3pp | 67.9%-16.0pp |
| Annual return | 17.19% | 21.35%-4.2pp | 406.07%-388.9pp | 28.86%-11.7pp |
| Employer contribution / active EE | $1,792 | $2,064-13.2% | $4,013-55.3% | $2,589-30.8% |
| Participant deferral / active EE | $2,581 | $4,360-40.8% | $6,222-58.5% | $4,291-39.8% |
| Admin fee / account holder | $1,500 | $1,328+13.0% | $9,015-83.4% | $1,588-5.6% |