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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 | $28,727 | $84,236-65.9% | $170,435-83.1% | $70,126-59.0% |
| Participation rate | 58.6% | 70.8%-12.2pp | 83.6%-25.0pp | 69.5%-10.9pp |
| Annual return | 17.90% | 23.06%-5.2pp | 205.94%-188.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,376 | $3,387-59.4% | $5,432-74.7% | $2,343-41.3% |
| Participant deferral / active EE | $1,493 | $3,086-51.6% | $4,939-69.8% | $3,332-55.2% |
| Admin fee / account holder | $481 | $5,698-91.6% | $13,881-96.5% | $4,645-89.7% |