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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 | $27,771 | $55,902-50.3% | $76,030-63.5% | $80,959-65.7% |
| Participation rate | 50.9% | 62.1%-11.2pp | 69.1%-18.2pp | 67.7%-16.8pp |
| Annual return | 11.78% | 20.59%-8.8pp | 361.54%-349.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,414 | $1,867-24.2% | $2,688-47.4% | $2,757-48.7% |
| Participant deferral / active EE | $2,160 | $3,051-29.2% | $4,257-49.3% | $4,300-49.8% |
| Admin fee / account holder | $6,085 | $5,239+16.1% | $6,421-5.2% | $6,925-12.1% |