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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 | $31,133 | $98,240-68.3% | $82,312-62.2% | $147,586-78.9% |
| Participation rate | 20.0% | 79.7%-59.7pp | 76.9%-56.9pp | 82.8%-62.8pp |
| Annual return | 11.28% | 30.85%-19.6pp | 25.88%-14.6pp | 578.59%-567.3pp |
| Employer contribution / active EE | $1,739 | $3,192-45.5% | $2,428-28.4% | $4,876-64.3% |
| Participant deferral / active EE | $1,957 | $4,383-55.4% | $3,706-47.2% | $5,439-64.0% |
| Admin fee / account holder | $5,762 | $8,563-32.7% | $5,608+2.8% | $10,886-47.1% |