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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 | $56,020 | $91,167-38.6% | $178,498-68.6% | $79,858-29.9% |
| Participation rate | 56.3% | 69.2%-13.0pp | 81.9%-25.7pp | 69.6%-13.4pp |
| Annual return | 25.10% | 24.19%+0.9pp | 151.09%-126.0pp | 31.72%-6.6pp |
| Employer contribution / active EE | $1,055 | $3,255-67.6% | $5,011-78.9% | $2,471-57.3% |
| Participant deferral / active EE | $2,309 | $3,236-28.6% | $5,202-55.6% | $3,740-38.3% |
| Admin fee / account holder | $577 | $6,747-91.4% | $13,985-95.9% | $5,306-89.1% |