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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 | $101,950-61.6% | $125,529-68.8% | $86,983-55.0% |
| Participation rate | 55.6% | 70.2%-14.6pp | 74.7%-19.2pp | 69.5%-14.0pp |
| Annual return | 18.15% | 18.29%-0.1pp | 202.56%-184.4pp | 25.83%-7.7pp |
| Employer contribution / active EE | $1,822 | $2,358-22.7% | $3,058-40.4% | $2,584-29.5% |
| Participant deferral / active EE | $2,800 | $3,862-27.5% | $4,813-41.8% | $4,194-33.2% |
| Admin fee / account holder | $2,016 | $12,791-84.2% | $16,298-87.6% | $7,856-74.3% |