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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 | $24,843 | $75,828-67.2% | $147,617-83.2% | $59,632-58.3% |
| Participation rate | 61.4% | 71.6%-10.2pp | 84.6%-23.3pp | 68.7%-7.3pp |
| Annual return | 32.35% | 0.37%+32.0pp | 61.98%-29.6pp | 2041.32%-2009.0pp |
| Employer contribution / active EE | $1,335 | $3,485-61.7% | $5,565-76.0% | $2,203-39.4% |
| Participant deferral / active EE | $2,330 | $3,130-25.6% | $4,895-52.4% | $3,192-27.0% |
| Admin fee / account holder | $1,028 | $5,985-82.8% | $11,611-91.1% | $4,297-76.1% |