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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 | $31,964 | $77,638-58.8% | $156,551-79.6% | $62,881-49.2% |
| Participation rate | 61.2% | 71.2%-10.0pp | 84.0%-22.8pp | 69.3%-8.1pp |
| Annual return | 10.39% | 50.33%-39.9pp | 32.23%-21.8pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,839 | $3,444-46.6% | $5,501-66.6% | $2,281-19.4% |
| Participant deferral / active EE | $917 | $3,046-69.9% | $4,871-81.2% | $3,203-71.4% |
| Admin fee / account holder | $8,381 | $5,561+50.7% | $13,028-35.7% | $4,296+95.1% |