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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 | $32,456 | $60,442-46.3% | $96,754-66.5% | $87,485-62.9% |
| Participation rate | 51.3% | 58.7%-7.4pp | 70.3%-19.0pp | 68.9%-17.6pp |
| Annual return | 21.16% | 21.97%-0.8pp | 82.04%-60.9pp | 26.06%-4.9pp |
| Employer contribution / active EE | $1,676 | $1,691-0.9% | $2,679-37.4% | $2,596-35.4% |
| Participant deferral / active EE | $5,267 | $3,280+60.6% | $4,758+10.7% | $4,274+23.3% |
| Admin fee / account holder | $1,931 | $5,069-61.9% | $8,905-78.3% | $7,775-75.2% |