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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 | $32,802 | $98,766-66.8% | $149,730-78.1% | $79,852-58.9% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.5%-26.9pp | 69.6%-14.1pp |
| Annual return | 26.92% | 27.43%-0.5pp | 276.70%-249.8pp | 31.72%-4.8pp |
| Employer contribution / active EE | $1,366 | $3,217-57.5% | $4,645-70.6% | $2,471-44.7% |
| Participant deferral / active EE | $3,131 | $5,681-44.9% | $6,843-54.2% | $3,740-16.3% |
| Admin fee / account holder | $466 | $6,052-92.3% | $9,310-95.0% | $5,306-91.2% |