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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 | $26,377 | $73,107-63.9% | $114,563-77.0% | $87,485-69.8% |
| Participation rate | 50.0% | 65.8%-15.8pp | 72.9%-22.9pp | 68.9%-18.9pp |
| Annual return | 20.47% | 19.47%+1.0pp | 241.09%-220.6pp | 26.06%-5.6pp |
| Employer contribution / active EE | $1,323 | $1,881-29.7% | $2,592-49.0% | $2,596-49.1% |
| Participant deferral / active EE | $2,528 | $3,144-19.6% | $4,142-39.0% | $4,274-40.8% |
| Admin fee / account holder | $400 | $5,770-93.1% | $7,623-94.7% | $7,775-94.9% |