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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 | $27,365 | $54,763-50.0% | $90,324-69.7% | $72,976-62.5% |
| Participation rate | 5.4% | 65.2%-59.7pp | 73.3%-67.9pp | 69.5%-64.1pp |
| Annual return | 19.66% | 30.63%-11.0pp | 78.15%-58.5pp | 81.02%-61.4pp |
| Employer contribution / active EE | $1,136 | $2,093-45.8% | $2,856-60.2% | $2,440-53.5% |
| Participant deferral / active EE | $4,029 | $2,887+39.5% | $3,885+3.7% | $3,608+11.7% |
| Admin fee / account holder | $5,035 | $3,973+26.7% | $5,356-6.0% | $5,124-1.7% |