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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 | $28,399 | $88,672-68.0% | $105,223-73.0% | $82,448-65.6% |
| Participation rate | 60.7% | 67.9%-7.2pp | 75.0%-14.3pp | 68.1%-7.4pp |
| Annual return | 18.76% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,157 | $3,048-29.2% | $3,689-41.5% | $2,551-15.5% |
| Participant deferral / active EE | $4,014 | $4,036-0.5% | $5,072-20.8% | $4,139-3.0% |
| Admin fee / account holder | $401 | $7,146-94.4% | $8,859-95.5% | $7,234-94.5% |