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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 | $25,696 | $47,479-45.9% | $62,929-59.2% | $82,448-68.8% |
| Participation rate | 34.8% | 66.9%-32.1pp | 73.1%-38.3pp | 68.1%-33.3pp |
| Annual return | 21.34% | 20.34%+1.0pp | 1063.93%-1042.6pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,083 | $1,885-42.5% | $2,505-56.7% | $2,551-57.5% |
| Participant deferral / active EE | $1,758 | $2,870-38.8% | $3,888-54.8% | $4,139-57.5% |
| Admin fee / account holder | $653 | $3,804-82.8% | $5,065-87.1% | $7,234-91.0% |