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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 | $27,911 | $63,703-56.2% | $93,063-70.0% | $82,448-66.1% |
| Participation rate | 27.7% | 63.8%-36.1pp | 72.1%-44.4pp | 68.1%-40.4pp |
| Annual return | 36.68% | -775.43%+812.1pp | 34.15%+2.5pp | 41.64%-5.0pp |
| Employer contribution / active EE | $985 | $1,729-43.0% | $2,476-60.2% | $2,551-61.4% |
| Participant deferral / active EE | $1,115 | $2,919-61.8% | $3,958-71.8% | $4,139-73.1% |
| Admin fee / account holder | $2,548 | $5,982-57.4% | $6,033-57.8% | $7,234-64.8% |