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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 | $28,356 | $55,889-49.3% | $76,119-62.7% | $80,935-65.0% |
| Participation rate | 56.1% | 62.1%-5.9pp | 69.1%-12.9pp | 67.7%-11.5pp |
| Annual return | 14.34% | 20.58%-6.2pp | 361.25%-346.9pp | 35.66%-21.3pp |
| Employer contribution / active EE | $737 | $1,866-60.5% | $2,693-72.6% | $2,757-73.3% |
| Participant deferral / active EE | $2,070 | $3,051-32.2% | $4,259-51.4% | $4,299-51.9% |
| Admin fee / account holder | $1,598 | $5,241-69.5% | $6,421-75.1% | $6,924-76.9% |