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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 | $34,632 | $78,690-56.0% | $161,489-78.6% | $87,485-60.4% |
| Participation rate | 55.6% | 67.5%-11.9pp | 78.7%-23.1pp | 68.9%-13.4pp |
| Annual return | 13.49% | 32.74%-19.2pp | 89.72%-76.2pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,471 | $2,588-43.2% | $4,268-65.5% | $2,596-43.3% |
| Participant deferral / active EE | $2,589 | $3,311-21.8% | $5,630-54.0% | $4,274-39.4% |
| Admin fee / account holder | $976 | $6,724-85.5% | $16,006-93.9% | $7,775-87.4% |