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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 | $28,191 | $63,354-55.5% | $94,105-70.0% | $82,637-65.9% |
| Participation rate | 53.8% | 63.8%-10.0pp | 71.9%-18.1pp | 68.1%-14.2pp |
| Annual return | 24.58% | 34.36%-9.8pp | 204.55%-180.0pp | 53.51%-28.9pp |
| Employer contribution / active EE | $1,078 | $1,760-38.7% | $2,504-57.0% | $2,552-57.8% |
| Participant deferral / active EE | $2,525 | $2,873-12.1% | $3,881-34.9% | $4,126-38.8% |
| Admin fee / account holder | $1,423 | $5,073-72.0% | $6,199-77.1% | $7,339-80.6% |