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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 | $29,357 | $98,766-70.3% | $149,730-80.4% | $79,852-63.2% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.5%-21.8pp | 69.6%-8.9pp |
| Annual return | 17.92% | 27.43%-9.5pp | 276.70%-258.8pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,754 | $3,217-45.5% | $4,645-62.2% | $2,471-29.0% |
| Participant deferral / active EE | $2,702 | $5,681-52.4% | $6,843-60.5% | $3,740-27.8% |
| Admin fee / account holder | $1,319 | $6,052-78.2% | $9,310-85.8% | $5,306-75.1% |