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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 | $31,026 | $61,125-49.2% | $94,057-67.0% | $87,485-64.5% |
| Participation rate | 55.2% | 64.1%-8.9pp | 73.3%-18.2pp | 68.9%-13.8pp |
| Annual return | 18.73% | 35.20%-16.5pp | 480.62%-461.9pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,345 | $2,136-37.0% | $2,933-54.1% | $2,596-48.2% |
| Participant deferral / active EE | $2,621 | $3,260-19.6% | $4,709-44.3% | $4,274-38.7% |
| Admin fee / account holder | $370 | $5,629-93.4% | $7,244-94.9% | $7,775-95.2% |