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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 | $33,342 | $47,944-30.5% | $67,834-50.8% | $62,881-47.0% |
| Participation rate | 50.7% | 61.1%-10.4pp | 68.8%-18.1pp | 69.3%-18.6pp |
| Annual return | 5.00% | 11.77%-6.8pp | 138.47%-133.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $472 | $1,562-69.8% | $2,403-80.3% | $2,281-79.3% |
| Participant deferral / active EE | $2,211 | $2,247-1.6% | $3,160-30.0% | $3,203-31.0% |
| Admin fee / account holder | $2,092 | $3,712-43.6% | $4,622-54.7% | $4,296-51.3% |