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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 | $32,094 | $50,554-36.5% | $67,681-52.6% | $87,485-63.3% |
| Participation rate | 64.0% | 67.7%-3.7pp | 73.7%-9.7pp | 68.9%-4.9pp |
| Annual return | 11.70% | 17.81%-6.1pp | 590.58%-578.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $525 | $1,988-73.6% | $2,678-80.4% | $2,596-79.8% |
| Participant deferral / active EE | $1,127 | $2,961-61.9% | $3,976-71.6% | $4,274-73.6% |
| Admin fee / account holder | $4,389 | $4,132+6.2% | $6,100-28.0% | $7,775-43.5% |