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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 | $30,897 | $88,672-65.2% | $105,223-70.6% | $82,448-62.5% |
| Participation rate | 52.0% | 67.9%-15.9pp | 75.0%-23.0pp | 68.1%-16.1pp |
| Annual return | 15.75% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,995 | $3,048-34.6% | $3,689-45.9% | $2,551-21.8% |
| Participant deferral / active EE | $3,550 | $4,036-12.0% | $5,072-30.0% | $4,139-14.2% |
| Admin fee / account holder | $1,441 | $7,146-79.8% | $8,859-83.7% | $7,234-80.1% |