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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 | $37,413 | $57,352-34.8% | $83,831-55.4% | $64,173-41.7% |
| Participation rate | 52.8% | 68.6%-15.8pp | 76.1%-23.4pp | 69.6%-16.8pp |
| Annual return | 2.99% | 11.38%-8.4pp | 850.99%-848.0pp | 7.63%-4.6pp |
| Employer contribution / active EE | $1,521 | $2,546-40.3% | $3,631-58.1% | $2,381-36.1% |
| Participant deferral / active EE | $3,031 | $2,993+1.3% | $4,082-25.7% | $3,470-12.6% |
| Admin fee / account holder | $1,170 | $4,046-71.1% | $5,479-78.6% | $4,887-76.1% |