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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 | $77,901-61.2% | $149,717-79.8% | $75,181-59.8% |
| Participation rate | 43.8% | 65.6%-21.7pp | 78.8%-34.9pp | 67.2%-23.4pp |
| Annual return | 18.97% | 31.73%-12.8pp | 134.41%-115.4pp | 160.69%-141.7pp |
| Employer contribution / active EE | $1,091 | $3,137-65.2% | $4,820-77.4% | $2,671-59.1% |
| Participant deferral / active EE | $2,439 | $3,411-28.5% | $5,682-57.1% | $4,126-40.9% |
| Admin fee / account holder | $1,688 | $5,949-71.6% | $13,213-87.2% | $5,650-70.1% |