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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 | $26,117 | $52,279-50.0% | $89,414-70.8% | $79,852-67.3% |
| Participation rate | 44.4% | 57.5%-13.1pp | 68.0%-23.5pp | 69.6%-25.2pp |
| Annual return | 13.41% | 22.16%-8.8pp | 245.50%-232.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $1,167 | $1,572-25.8% | $2,586-54.9% | $2,471-52.8% |
| Participant deferral / active EE | $1,308 | $2,740-52.3% | $3,890-66.4% | $3,740-65.0% |
| Admin fee / account holder | $7,916 | $3,356+135.9% | $4,883+62.1% | $5,306+49.2% |