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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 | $29,407 | $65,428-55.1% | $169,390-82.6% | $71,511-58.9% |
| Participation rate | 29.5% | 66.9%-37.4pp | 77.2%-47.7pp | 67.9%-38.4pp |
| Annual return | 18.60% | 21.35%-2.7pp | 406.07%-387.5pp | 28.86%-10.3pp |
| Employer contribution / active EE | $1,018 | $2,064-50.7% | $4,013-74.6% | $2,589-60.7% |
| Participant deferral / active EE | $1,863 | $4,360-57.3% | $6,222-70.1% | $4,291-56.6% |
| Admin fee / account holder | $1,547 | $1,328+16.5% | $9,015-82.8% | $1,588-2.6% |