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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 | $27,744 | $68,880-59.7% | $120,580-77.0% | $80,959-65.7% |
| Participation rate | 50.0% | 61.7%-11.7pp | 72.0%-22.0pp | 67.7%-17.7pp |
| Annual return | 17.06% | 23.68%-6.6pp | 107.48%-90.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $1,060 | $2,066-48.7% | $3,469-69.5% | $2,757-61.6% |
| Participant deferral / active EE | $1,763 | $3,191-44.7% | $4,995-64.7% | $4,300-59.0% |
| Admin fee / account holder | $463 | $5,785-92.0% | $9,418-95.1% | $6,925-93.3% |