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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 | $34,606 | $78,428-55.9% | $95,960-63.9% | $79,852-56.7% |
| Participation rate | 56.3% | 73.5%-17.2pp | 77.1%-20.8pp | 69.6%-13.4pp |
| Annual return | 16.49% | 19.37%-2.9pp | 91.63%-75.1pp | 31.72%-15.2pp |
| Employer contribution / active EE | $1,082 | $1,945-44.4% | $2,541-57.4% | $2,471-56.2% |
| Participant deferral / active EE | $1,997 | $3,440-41.9% | $4,167-52.1% | $3,740-46.6% |
| Admin fee / account holder | $481 | $5,622-91.4% | $6,797-92.9% | $5,306-90.9% |