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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 | $30,240 | $68,880-56.1% | $120,580-74.9% | $80,959-62.6% |
| Participation rate | 56.8% | 61.7%-4.9pp | 72.0%-15.1pp | 67.7%-10.8pp |
| Annual return | 13.62% | 23.68%-10.1pp | 107.48%-93.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,490 | $2,066-27.9% | $3,469-57.0% | $2,757-45.9% |
| Participant deferral / active EE | $2,491 | $3,191-21.9% | $4,995-50.1% | $4,300-42.1% |
| Admin fee / account holder | $397 | $5,785-93.1% | $9,418-95.8% | $6,925-94.3% |