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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 | $35,405 | $51,638-31.4% | $129,406-72.6% | $80,959-56.3% |
| Participation rate | 51.5% | 56.9%-5.5pp | 69.6%-18.2pp | 67.7%-16.2pp |
| Annual return | 15.95% | 20.78%-4.8pp | 9468.18%-9452.2pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,254 | $1,584-20.8% | $4,155-69.8% | $2,757-54.5% |
| Participant deferral / active EE | $2,426 | $2,670-9.1% | $4,167-41.8% | $4,300-43.6% |
| Admin fee / account holder | $8,279 | $4,313+91.9% | $7,689+7.7% | $6,925+19.5% |