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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 | $31,700 | $61,125-48.1% | $94,057-66.3% | $87,485-63.8% |
| Participation rate | 52.8% | 64.1%-11.3pp | 73.3%-20.6pp | 68.9%-16.2pp |
| Annual return | 20.36% | 35.20%-14.8pp | 480.62%-460.3pp | 26.06%-5.7pp |
| Employer contribution / active EE | $1,149 | $2,136-46.2% | $2,933-60.8% | $2,596-55.7% |
| Participant deferral / active EE | $3,437 | $3,260+5.4% | $4,709-27.0% | $4,274-19.6% |
| Admin fee / account holder | $433 | $5,629-92.3% | $7,244-94.0% | $7,775-94.4% |