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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 | $27,253 | $39,162-30.4% | $100,671-72.9% | $59,633-54.3% |
| Participation rate | 43.3% | 55.9%-12.5pp | 70.7%-27.4pp | 68.7%-25.3pp |
| Annual return | 27.09% | 21.07%+6.0pp | 20.43%+6.7pp | 2041.45%-2014.4pp |
| Employer contribution / active EE | $549 | $1,151-52.3% | $4,012-86.3% | $2,203-75.1% |
| Participant deferral / active EE | $1,712 | $1,992-14.1% | $3,144-45.5% | $3,192-46.4% |
| Admin fee / account holder | $1,014 | $2,969-65.9% | $4,850-79.1% | $4,297-76.4% |