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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 | $33,279 | $88,672-62.5% | $105,223-68.4% | $82,448-59.6% |
| Participation rate | 53.6% | 67.9%-14.4pp | 75.0%-21.5pp | 68.1%-14.5pp |
| Annual return | 30.20% | 30.86%-0.7pp | 180.65%-150.4pp | 41.64%-11.4pp |
| Employer contribution / active EE | $1,077 | $3,048-64.7% | $3,689-70.8% | $2,551-57.8% |
| Participant deferral / active EE | $3,345 | $4,036-17.1% | $5,072-34.1% | $4,139-19.2% |
| Admin fee / account holder | $386 | $7,146-94.6% | $8,859-95.6% | $7,234-94.7% |