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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 | $29,103 | $55,457-47.5% | $77,361-62.4% | $94,015-69.0% |
| Participation rate | 50.0% | 69.8%-19.8pp | 75.0%-25.0pp | 70.8%-20.8pp |
| Annual return | 13.44% | 15.57%-2.1pp | 1011.54%-998.1pp | 17.84%-4.4pp |
| Employer contribution / active EE | $687 | $2,255-69.5% | $2,990-77.0% | $2,790-75.4% |
| Participant deferral / active EE | $2,014 | $3,069-34.4% | $3,911-48.5% | $4,249-52.6% |
| Admin fee / account holder | $2,106 | $4,334-51.4% | $5,894-64.3% | $8,951-76.5% |