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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 | $32,085 | $65,072-50.7% | $66,439-51.7% | $65,306-50.9% |
| Participation rate | 63.6% | 69.1%-5.4pp | 74.5%-10.9pp | 57.7%+6.0pp |
| Annual return | 15.79% | 21.50%-5.7pp | 757.66%-741.9pp | 21.94%-6.1pp |
| Employer contribution / active EE | $1,916 | $2,475-22.6% | $2,637-27.3% | $1,967-2.6% |
| Participant deferral / active EE | $2,512 | $3,234-22.3% | $3,876-35.2% | $2,959-15.1% |
| Admin fee / account holder | $4,269 | $1,323+222.7% | $6,173-30.8% | $3,480+22.7% |