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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 | $31,818 | $53,128-40.1% | $86,582-63.3% | $70,126-54.6% |
| Participation rate | 58.1% | 65.3%-7.2pp | 73.5%-15.5pp | 69.5%-11.5pp |
| Annual return | 16.66% | 27.66%-11.0pp | 965.08%-948.4pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,064 | $2,068-48.6% | $2,839-62.5% | $2,343-54.6% |
| Participant deferral / active EE | $2,433 | $2,695-9.7% | $3,609-32.6% | $3,332-27.0% |
| Admin fee / account holder | $4,010 | $3,584+11.9% | $4,904-18.2% | $4,645-13.7% |