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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 | $32,460 | $52,279-37.9% | $89,435-63.7% | $79,856-59.4% |
| Participation rate | 46.3% | 57.5%-11.3pp | 68.0%-21.7pp | 69.6%-23.4pp |
| Annual return | 17.34% | 22.16%-4.8pp | 245.55%-228.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,059 | $1,572-32.6% | $2,587-59.1% | $2,471-57.1% |
| Participant deferral / active EE | $2,896 | $2,740+5.7% | $3,890-25.6% | $3,741-22.6% |
| Admin fee / account holder | $365 | $3,356-89.1% | $4,884-92.5% | $5,306-93.1% |