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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 | $27,052 | $50,554-46.5% | $67,681-60.0% | $87,485-69.1% |
| Participation rate | 48.0% | 67.7%-19.7pp | 73.7%-25.7pp | 68.9%-20.9pp |
| Annual return | 14.21% | 17.81%-3.6pp | 590.58%-576.4pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,154 | $1,988-42.0% | $2,678-56.9% | $2,596-55.5% |
| Participant deferral / active EE | $2,096 | $2,961-29.2% | $3,976-47.3% | $4,274-51.0% |
| Admin fee / account holder | $798 | $4,132-80.7% | $6,100-86.9% | $7,775-89.7% |