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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 | $28,639 | $99,652-71.3% | $78,778-63.6% | $147,585-80.6% |
| Participation rate | 57.9% | 76.2%-18.3pp | 69.2%-11.3pp | 82.8%-24.9pp |
| Annual return | 16.78% | 47.28%-30.5pp | 35.62%-18.8pp | 578.57%-561.8pp |
| Employer contribution / active EE | $1,009 | $2,796-63.9% | $1,986-49.2% | $4,876-79.3% |
| Participant deferral / active EE | $2,030 | $3,664-44.6% | $2,958-31.4% | $5,439-62.7% |
| Admin fee / account holder | $2,245 | $7,155-68.6% | $5,134-56.3% | $10,885-79.4% |