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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 | $28,605 | $71,197-59.8% | $93,669-69.5% | $80,925-64.7% |
| Participation rate | 55.3% | 60.4%-5.1pp | 68.7%-13.4pp | 67.7%-12.3pp |
| Annual return | 24.42% | 11.27%+13.2pp | 133.59%-109.2pp | 35.65%-11.2pp |
| Employer contribution / active EE | $1,041 | $1,565-33.5% | $2,424-57.1% | $2,756-62.2% |
| Participant deferral / active EE | $3,319 | $4,036-17.7% | $4,416-24.8% | $4,299-22.8% |
| Admin fee / account holder | $3,312 | $6,959-52.4% | $8,291-60.1% | $6,940-52.3% |