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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 | $32,280 | $55,902-42.3% | $76,030-57.5% | $80,959-60.1% |
| Participation rate | 42.7% | 62.1%-19.4pp | 69.1%-26.4pp | 67.7%-25.0pp |
| Annual return | 16.54% | 20.59%-4.0pp | 361.54%-345.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,796 | $1,867-3.8% | $2,688-33.2% | $2,757-34.9% |
| Participant deferral / active EE | $2,773 | $3,051-9.1% | $4,257-34.9% | $4,300-35.5% |
| Admin fee / account holder | $3,708 | $5,239-29.2% | $6,421-42.2% | $6,925-46.5% |