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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 | $33,122 | $71,208-53.5% | $93,681-64.6% | $80,911-59.1% |
| Participation rate | 42.6% | 60.4%-17.8pp | 68.7%-26.1pp | 67.6%-25.0pp |
| Annual return | 27.83% | 11.27%+16.6pp | 133.47%-105.6pp | 35.63%-7.8pp |
| Employer contribution / active EE | $1,385 | $1,564-11.5% | $2,422-42.8% | $2,756-49.7% |
| Participant deferral / active EE | $3,860 | $4,035-4.3% | $4,415-12.6% | $4,297-10.2% |
| Admin fee / account holder | $1,706 | $6,951-75.5% | $8,290-79.4% | $6,935-75.4% |