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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 | $32,134 | $78,690-59.2% | $161,489-80.1% | $87,485-63.3% |
| Participation rate | 68.1% | 67.5%+0.6pp | 78.7%-10.6pp | 68.9%-0.9pp |
| Annual return | 14.79% | 32.74%-18.0pp | 89.72%-74.9pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,718 | $2,588-33.6% | $4,268-59.7% | $2,596-33.8% |
| Participant deferral / active EE | $1,915 | $3,311-42.1% | $5,630-66.0% | $4,274-55.2% |
| Admin fee / account holder | $1,274 | $6,724-81.1% | $16,006-92.0% | $7,775-83.6% |