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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 | $29,736 | $44,984-33.9% | $85,009-65.0% | $74,546-60.1% |
| Participation rate | 54.0% | 49.4%+4.6pp | 67.5%-13.5pp | 67.2%-13.2pp |
| Annual return | 13.71% | 26.25%-12.5pp | 66.47%-52.8pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $1,581 | $1,458+8.5% | $2,728-42.0% | $2,624-39.7% |
| Participant deferral / active EE | $2,489 | $2,733-9.0% | $4,522-45.0% | $4,347-42.8% |
| Admin fee / account holder | $6,152 | $2,208+178.6% | $6,1530% | $1,944+216.5% |