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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 | $28,080 | $77,638-63.8% | $156,551-82.1% | $62,881-55.3% |
| Participation rate | 50.0% | 71.2%-21.2pp | 84.0%-34.0pp | 69.3%-19.3pp |
| Annual return | 6.29% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,072 | $3,444-68.9% | $5,501-80.5% | $2,281-53.0% |
| Participant deferral / active EE | $2,202 | $3,046-27.7% | $4,871-54.8% | $3,203-31.3% |
| Admin fee / account holder | $1,403 | $5,561-74.8% | $13,028-89.2% | $4,296-67.3% |