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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 | $28,152 | $77,638-63.7% | $156,551-82.0% | $62,881-55.2% |
| Participation rate | 43.8% | 71.2%-27.4pp | 84.0%-40.3pp | 69.3%-25.6pp |
| Annual return | 8.82% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,260 | $3,444-63.4% | $5,501-77.1% | $2,281-44.8% |
| Participant deferral / active EE | $2,099 | $3,046-31.1% | $4,871-56.9% | $3,203-34.5% |
| Admin fee / account holder | $348 | $5,561-93.7% | $13,028-97.3% | $4,296-91.9% |