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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 | $27,596 | $78,690-64.9% | $161,489-82.9% | $87,485-68.5% |
| Participation rate | 34.1% | 67.5%-33.3pp | 78.7%-44.5pp | 68.9%-34.8pp |
| Annual return | 15.97% | 32.74%-16.8pp | 89.72%-73.7pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,055 | $2,588-59.2% | $4,268-75.3% | $2,596-59.4% |
| Participant deferral / active EE | $1,538 | $3,311-53.6% | $5,630-72.7% | $4,274-64.0% |
| Admin fee / account holder | $1,288 | $6,724-80.8% | $16,006-92.0% | $7,775-83.4% |