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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 | $24,485 | $101,302-75.8% | $149,600-83.6% | $82,637-70.4% |
| Participation rate | 30.6% | 72.5%-41.9pp | 77.2%-46.5pp | 68.1%-37.4pp |
| Annual return | 27.44% | 21.39%+6.1pp | 129.59%-102.1pp | 53.51%-26.1pp |
| Employer contribution / active EE | $1,035 | $3,099-66.6% | $4,193-75.3% | $2,552-59.5% |
| Participant deferral / active EE | $2,525 | $5,589-54.8% | $7,203-64.9% | $4,126-38.8% |
| Admin fee / account holder | $676 | $8,449-92.0% | $13,963-95.2% | $7,339-90.8% |