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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 | $28,282 | $91,167-69.0% | $178,498-84.2% | $79,858-64.6% |
| Participation rate | 58.0% | 69.2%-11.2pp | 81.9%-23.9pp | 69.6%-11.6pp |
| Annual return | 13.34% | 24.19%-10.8pp | 151.09%-137.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,055 | $3,255-67.6% | $5,011-78.9% | $2,471-57.3% |
| Participant deferral / active EE | $2,059 | $3,236-36.4% | $5,202-60.4% | $3,740-45.0% |
| Admin fee / account holder | $712 | $6,747-89.4% | $13,985-94.9% | $5,306-86.6% |