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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 | $28,591 | $78,690-63.7% | $161,489-82.3% | $87,485-67.3% |
| Participation rate | 44.4% | 67.5%-23.0pp | 78.7%-34.3pp | 68.9%-24.5pp |
| Annual return | 15.63% | 32.74%-17.1pp | 89.72%-74.1pp | 26.06%-10.4pp |
| Employer contribution / active EE | $954 | $2,588-63.1% | $4,268-77.6% | $2,596-63.2% |
| Participant deferral / active EE | $1,597 | $3,311-51.8% | $5,630-71.6% | $4,274-62.6% |
| Admin fee / account holder | $6,943 | $6,724+3.3% | $16,006-56.6% | $7,775-10.7% |