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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 | $31,261 | $80,992-61.4% | $96,534-67.6% | $75,173-58.4% |
| Participation rate | 54.1% | 71.8%-17.7pp | 76.0%-21.9pp | 67.2%-13.1pp |
| Annual return | 53.06% | 27.05%+26.0pp | 25.88%+27.2pp | 160.72%-107.7pp |
| Employer contribution / active EE | $1,374 | $2,283-39.8% | $2,965-53.7% | $2,671-48.6% |
| Participant deferral / active EE | $2,226 | $3,929-43.4% | $4,851-54.1% | $4,126-46.1% |
| Admin fee / account holder | $9,900 | $6,717+47.4% | $8,253+19.9% | $5,651+75.2% |