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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 | $31,702 | $87,132-63.6% | $105,624-70.0% | $80,959-60.8% |
| Participation rate | 55.6% | 70.4%-14.9pp | 75.3%-19.7pp | 67.7%-12.1pp |
| Annual return | 13.66% | 17.03%-3.4pp | 116.20%-102.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,469 | $2,397-38.7% | $3,168-53.6% | $2,757-46.7% |
| Participant deferral / active EE | $2,670 | $3,985-33.0% | $5,013-46.7% | $4,300-37.9% |
| Admin fee / account holder | $458 | $8,449-94.6% | $10,961-95.8% | $6,925-93.4% |