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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 | $26,341 | $53,128-50.4% | $86,582-69.6% | $70,126-62.4% |
| Participation rate | 56.0% | 65.3%-9.3pp | 73.5%-17.5pp | 69.5%-13.5pp |
| Annual return | 18.16% | 27.66%-9.5pp | 965.08%-946.9pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,750 | $2,068-15.4% | $2,839-38.4% | $2,343-25.3% |
| Participant deferral / active EE | $2,461 | $2,695-8.7% | $3,609-31.8% | $3,332-26.1% |
| Admin fee / account holder | $1,214 | $3,584-66.1% | $4,904-75.2% | $4,645-73.9% |