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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 | $32,392 | $88,672-63.5% | $105,223-69.2% | $82,448-60.7% |
| Participation rate | 37.5% | 67.9%-30.4pp | 75.0%-37.5pp | 68.1%-30.6pp |
| Annual return | 24.86% | 30.86%-6.0pp | 180.65%-155.8pp | 41.64%-16.8pp |
| Employer contribution / active EE | $1,113 | $3,048-63.5% | $3,689-69.8% | $2,551-56.4% |
| Participant deferral / active EE | $1,960 | $4,036-51.4% | $5,072-61.4% | $4,139-52.6% |
| Admin fee / account holder | $1,365 | $7,146-80.9% | $8,859-84.6% | $7,234-81.1% |