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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 | $29,392 | $45,041-34.7% | $63,003-53.3% | $70,131-58.1% |
| Participation rate | 69.2% | 69.5%-0.3pp | 74.8%-5.6pp | 69.5%-0.3pp |
| Annual return | 14.24% | 18.76%-4.5pp | 87.59%-73.3pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,195 | $2,052-41.8% | $2,760-56.7% | $2,342-49.0% |
| Participant deferral / active EE | $1,428 | $2,465-42.1% | $3,329-57.1% | $3,332-57.1% |
| Admin fee / account holder | $7,289 | $2,836+157.1% | $3,600+102.5% | $4,645+56.9% |