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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 | $26,234 | $51,638-49.2% | $129,406-79.7% | $80,959-67.6% |
| Participation rate | 50.0% | 56.9%-6.9pp | 69.6%-19.6pp | 67.7%-17.7pp |
| Annual return | 13.32% | 20.78%-7.5pp | 9468.18%-9454.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,311 | $1,584-17.2% | $4,155-68.5% | $2,757-52.5% |
| Participant deferral / active EE | $1,770 | $2,670-33.7% | $4,167-57.5% | $4,300-58.8% |
| Admin fee / account holder | $1,012 | $4,313-76.5% | $7,689-86.8% | $6,925-85.4% |