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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 | $27,343 | $47,479-42.4% | $62,929-56.5% | $82,448-66.8% |
| Participation rate | 60.2% | 66.9%-6.7pp | 73.1%-12.9pp | 68.1%-7.9pp |
| Annual return | 21.74% | 20.34%+1.4pp | 1063.93%-1042.2pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,743 | $1,885-7.6% | $2,505-30.4% | $2,551-31.7% |
| Participant deferral / active EE | $3,453 | $2,870+20.3% | $3,888-11.2% | $4,139-16.6% |
| Admin fee / account holder | $3,019 | $3,804-20.6% | $5,065-40.4% | $7,234-58.3% |