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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 | $26,696 | $93,346-71.4% | $71,796-62.8% | $273,972-90.3% |
| Participation rate | 57.9% | 76.5%-18.6pp | 69.1%-11.2pp | 83.0%-25.1pp |
| Annual return | 8.69% | 130.39%-121.7pp | 78.04%-69.3pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,143 | $2,733-58.2% | $1,924-40.6% | $4,869-76.5% |
| Participant deferral / active EE | $4,261 | $3,475+22.6% | $2,794+52.5% | $5,287-19.4% |
| Admin fee / account holder | $9,202 | $6,571+40.0% | $4,815+91.1% | $10,133-9.2% |