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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 | $28,651 | $95,406-70.0% | $185,849-84.6% | $85,847-66.6% |
| Participation rate | 59.6% | 68.8%-9.2pp | 81.7%-22.1pp | 69.3%-9.7pp |
| Annual return | 13.75% | 23.59%-9.8pp | 122.10%-108.4pp | 318.61%-304.9pp |
| Employer contribution / active EE | $1,043 | $3,314-68.5% | $5,169-79.8% | $2,565-59.3% |
| Participant deferral / active EE | $2,082 | $3,424-39.2% | $5,569-62.6% | $3,952-47.3% |
| Admin fee / account holder | $688 | $7,214-90.5% | $16,244-95.8% | $6,261-89.0% |