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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 | $33,086 | $78,423-57.8% | $95,964-65.5% | $79,856-58.6% |
| Participation rate | 46.3% | 73.5%-27.2pp | 77.1%-30.7pp | 69.6%-23.3pp |
| Annual return | 13.00% | 19.37%-6.4pp | 91.64%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,597 | $1,945-17.9% | $2,541-37.2% | $2,471-35.4% |
| Participant deferral / active EE | $4,167 | $3,440+21.1% | $4,1670% | $3,741+11.4% |
| Admin fee / account holder | $944 | $5,622-83.2% | $6,797-86.1% | $5,306-82.2% |