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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 | $31,633 | $84,236-62.4% | $170,435-81.4% | $70,126-54.9% |
| Participation rate | 48.8% | 70.8%-22.0pp | 83.6%-34.8pp | 69.5%-20.7pp |
| Annual return | 18.03% | 23.06%-5.0pp | 205.94%-187.9pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,140 | $3,387-66.3% | $5,432-79.0% | $2,343-51.3% |
| Participant deferral / active EE | $2,035 | $3,086-34.0% | $4,939-58.8% | $3,332-38.9% |
| Admin fee / account holder | $2,657 | $5,698-53.4% | $13,881-80.9% | $4,645-42.8% |