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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 | $29,779 | $85,171-65.0% | $172,753-82.8% | $72,976-59.2% |
| Participation rate | 46.2% | 70.1%-23.9pp | 82.6%-36.5pp | 69.5%-23.3pp |
| Annual return | 17.24% | 27.32%-10.1pp | 803.00%-785.8pp | 81.02%-63.8pp |
| Employer contribution / active EE | $1,768 | $3,324-46.8% | $5,144-65.6% | $2,440-27.6% |
| Participant deferral / active EE | $3,271 | $3,260+0.3% | $5,198-37.1% | $3,608-9.3% |
| Admin fee / account holder | $2,571 | $5,880-56.3% | $13,956-81.6% | $5,124-49.8% |