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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 | $30,696 | $89,259-65.6% | $107,187-71.4% | $82,637-62.9% |
| Participation rate | 49.2% | 67.9%-18.7pp | 75.0%-25.8pp | 68.1%-18.9pp |
| Annual return | 16.83% | 21.02%-4.2pp | 204.55%-187.7pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,710 | $3,080-44.5% | $3,782-54.8% | $2,552-33.0% |
| Participant deferral / active EE | $1,940 | $4,037-52.0% | $5,096-61.9% | $4,126-53.0% |
| Admin fee / account holder | $3,608 | $7,381-51.1% | $9,162-60.6% | $7,339-50.8% |