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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 | $68,586-55.9% | $120,380-74.9% | $80,911-62.6% |
| Participation rate | 56.8% | 61.6%-4.7pp | 71.9%-15.1pp | 67.6%-10.8pp |
| Annual return | 13.62% | 23.62%-10.0pp | 107.28%-93.7pp | 35.63%-22.0pp |
| Employer contribution / active EE | $1,490 | $2,053-27.4% | $3,465-57.0% | $2,756-45.9% |
| Participant deferral / active EE | $2,491 | $3,174-21.5% | $4,992-50.1% | $4,297-42.0% |
| Admin fee / account holder | $397 | $5,733-93.1% | $9,421-95.8% | $6,935-94.3% |