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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 | $68,586-59.5% | $120,380-77.0% | $80,911-65.7% |
| Participation rate | 50.0% | 61.6%-11.6pp | 71.9%-21.9pp | 67.6%-17.6pp |
| Annual return | 17.06% | 23.62%-6.6pp | 107.28%-90.2pp | 35.63%-18.6pp |
| Employer contribution / active EE | $1,060 | $2,053-48.4% | $3,465-69.4% | $2,756-61.5% |
| Participant deferral / active EE | $1,763 | $3,174-44.4% | $4,992-64.7% | $4,297-59.0% |
| Admin fee / account holder | $463 | $5,733-91.9% | $9,421-95.1% | $6,935-93.3% |