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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 | $44,193 | $98,776-55.3% | $149,745-70.5% | $79,856-44.7% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.5%-14.9pp | 69.6%-2.1pp |
| Annual return | 24.79% | 27.38%-2.6pp | 276.72%-251.9pp | 31.71%-6.9pp |
| Employer contribution / active EE | $1,096 | $3,217-65.9% | $4,646-76.4% | $2,471-55.6% |
| Participant deferral / active EE | $3,983 | $5,681-29.9% | $6,843-41.8% | $3,741+6.5% |
| Admin fee / account holder | $1,129 | $6,053-81.3% | $9,312-87.9% | $5,306-78.7% |