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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 | $26,635 | $61,125-56.4% | $94,057-71.7% | $87,485-69.6% |
| Participation rate | 52.0% | 64.1%-12.1pp | 73.3%-21.3pp | 68.9%-16.9pp |
| Annual return | 17.69% | 35.20%-17.5pp | 480.62%-462.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,768 | $2,136-17.3% | $2,933-39.7% | $2,596-31.9% |
| Participant deferral / active EE | $4,709 | $3,260+44.4% | $4,7090% | $4,274+10.2% |
| Admin fee / account holder | $1,362 | $5,629-75.8% | $7,244-81.2% | $7,775-82.5% |