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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 | $31,197 | $65,390-52.3% | $169,385-81.6% | $71,495-56.4% |
| Participation rate | 51.2% | 67.0%-15.7pp | 77.2%-25.9pp | 67.9%-16.7pp |
| Annual return | 22.11% | 21.31%+0.8pp | 405.82%-383.7pp | 28.85%-6.7pp |
| Employer contribution / active EE | $1,495 | $2,079-28.1% | $4,012-62.7% | $2,589-42.3% |
| Participant deferral / active EE | $2,198 | $4,367-49.7% | $6,221-64.7% | $4,291-48.8% |
| Admin fee / account holder | $2,628 | $1,324+98.4% | $9,011-70.8% | $1,588+65.5% |