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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 | $29,330 | $78,425-62.6% | $95,956-69.4% | $79,858-63.3% |
| Participation rate | 47.5% | 73.5%-25.9pp | 77.1%-29.5pp | 69.6%-22.1pp |
| Annual return | 26.22% | 19.37%+6.8pp | 91.63%-65.4pp | 31.72%-5.5pp |
| Employer contribution / active EE | $1,094 | $1,945-43.8% | $2,541-57.0% | $2,471-55.7% |
| Participant deferral / active EE | $1,778 | $3,440-48.3% | $4,167-57.3% | $3,740-52.5% |
| Admin fee / account holder | $8,065 | $5,622+43.4% | $6,797+18.7% | $5,306+52.0% |