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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 | $27,674 | $77,901-64.5% | $149,717-81.5% | $75,181-63.2% |
| Participation rate | 37.0% | 65.6%-28.5pp | 78.8%-41.7pp | 67.2%-30.2pp |
| Annual return | 18.67% | 31.73%-13.1pp | 134.41%-115.7pp | 160.69%-142.0pp |
| Employer contribution / active EE | $1,122 | $3,137-64.2% | $4,820-76.7% | $2,671-58.0% |
| Participant deferral / active EE | $3,636 | $3,411+6.6% | $5,682-36.0% | $4,126-11.9% |
| Admin fee / account holder | $1,929 | $5,949-67.6% | $13,213-85.4% | $5,650-65.9% |