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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 | $30,986 | $78,690-60.6% | $161,489-80.8% | $87,485-64.6% |
| Participation rate | 58.6% | 67.5%-8.8pp | 78.7%-20.1pp | 68.9%-10.3pp |
| Annual return | 15.90% | 32.74%-16.8pp | 89.72%-73.8pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,440 | $2,588-44.4% | $4,268-66.3% | $2,596-44.5% |
| Participant deferral / active EE | $2,973 | $3,311-10.2% | $5,630-47.2% | $4,274-30.4% |
| Admin fee / account holder | $2,065 | $6,724-69.3% | $16,006-87.1% | $7,775-73.4% |