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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 | $33,393 | $91,198-63.4% | $178,503-81.3% | $79,856-58.2% |
| Participation rate | 62.5% | 69.2%-6.7pp | 81.9%-19.4pp | 69.6%-7.1pp |
| Annual return | 10.46% | 24.20%-13.7pp | 151.12%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,018 | $3,257-68.8% | $5,011-79.7% | $2,471-58.8% |
| Participant deferral / active EE | $1,410 | $3,237-56.4% | $5,202-72.9% | $3,741-62.3% |
| Admin fee / account holder | $663 | $6,748-90.2% | $13,987-95.3% | $5,306-87.5% |