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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 | $29,307 | $29,051+0.9% | $52,425-44.1% | $67,986-56.9% |
| Participation rate | 4.6% | 30.4%-25.8pp | 55.6%-51.0pp | 57.2%-52.6pp |
| Annual return | 19.54% | 24.00%-4.5pp | 302.12%-282.6pp | 31.67%-12.1pp |
| Employer contribution / active EE | $198 | $412-51.9% | $914-78.4% | $2,019-90.2% |
| Participant deferral / active EE | $391 | $873-55.3% | $1,790-78.2% | $3,358-88.4% |
| Admin fee / account holder | $2,521 | $2,113+19.3% | $2,495+1.1% | $3,203-21.3% |