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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 | $28,363 | $88,672-68.0% | $105,223-73.0% | $82,448-65.6% |
| Participation rate | 37.0% | 67.9%-30.9pp | 75.0%-38.1pp | 68.1%-31.1pp |
| Annual return | 24.64% | 30.86%-6.2pp | 180.65%-156.0pp | 41.64%-17.0pp |
| Employer contribution / active EE | $1,220 | $3,048-60.0% | $3,689-66.9% | $2,551-52.2% |
| Participant deferral / active EE | $2,171 | $4,036-46.2% | $5,072-57.2% | $4,139-47.5% |
| Admin fee / account holder | $6,497 | $7,146-9.1% | $8,859-26.7% | $7,234-10.2% |