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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 | $29,781 | $102,422-70.9% | $147,117-79.8% | $80,959-63.2% |
| Participation rate | 57.8% | 75.9%-18.0pp | 82.2%-24.4pp | 67.7%-9.8pp |
| Annual return | 23.13% | 135.16%-112.0pp | 420.54%-397.4pp | 35.67%-12.5pp |
| Employer contribution / active EE | $1,439 | $3,717-61.3% | $4,932-70.8% | $2,757-47.8% |
| Participant deferral / active EE | $5,560 | $6,652-16.4% | $8,065-31.1% | $4,300+29.3% |
| Admin fee / account holder | $2,651 | $7,953-66.7% | $12,993-79.6% | $6,925-61.7% |