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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 | $39,179 | $97,648-59.9% | $121,663-67.8% | $87,485-55.2% |
| Participation rate | 55.6% | 70.5%-14.9pp | 74.5%-18.9pp | 68.9%-13.4pp |
| Annual return | 18.15% | 18.03%+0.1pp | 147.54%-129.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,822 | $2,300-20.8% | $3,020-39.7% | $2,596-29.8% |
| Participant deferral / active EE | $2,800 | $3,923-28.6% | $4,887-42.7% | $4,274-34.5% |
| Admin fee / account holder | $2,016 | $11,100-81.8% | $14,289-85.9% | $7,775-74.1% |