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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 | $31,279 | $81,276-61.5% | $155,574-79.9% | $80,925-61.3% |
| Participation rate | 49.0% | 66.2%-17.3pp | 78.2%-29.3pp | 67.7%-18.7pp |
| Annual return | 28.41% | 33.36%-5.0pp | 64.87%-36.5pp | 35.65%-7.2pp |
| Employer contribution / active EE | $1,169 | $3,103-62.3% | $4,676-75.0% | $2,756-57.6% |
| Participant deferral / active EE | $3,147 | $3,453-8.9% | $5,629-44.1% | $4,299-26.8% |
| Admin fee / account holder | $1,790 | $7,993-77.6% | $15,914-88.7% | $6,940-74.2% |