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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 | $32,719 | $63,861-48.8% | $104,625-68.7% | $79,852-59.0% |
| Participation rate | 63.2% | 64.9%-1.8pp | 74.1%-10.9pp | 69.6%-6.5pp |
| Annual return | 14.45% | 21.30%-6.8pp | 340.60%-326.1pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,055 | $1,588-33.6% | $2,681-60.7% | $2,471-57.3% |
| Participant deferral / active EE | $2,167 | $2,693-19.5% | $3,738-42.0% | $3,740-42.1% |
| Admin fee / account holder | $752 | $4,185-82.0% | $6,465-88.4% | $5,306-85.8% |