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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 | $39,051 | $80,332-51.4% | $107,187-63.6% | $64,097-39.1% |
| Participation rate | 52.2% | 54.4%-2.2pp | 75.0%-22.8pp | 55.2%-3.0pp |
| Annual return | 16.23% | 24.26%-8.0pp | 204.55%-188.3pp | 34.64%-18.4pp |
| Employer contribution / active EE | $1,341 | $2,501-46.4% | $3,782-64.5% | $1,891-29.1% |
| Participant deferral / active EE | $2,357 | $3,109-24.2% | $5,096-53.7% | $3,080-23.5% |
| Admin fee / account holder | $1,898 | $4,314-56.0% | $9,162-79.3% | $3,454-45.1% |