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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 | $30,727 | $90,486-66.0% | $78,676-60.9% | $273,972-88.8% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 4.34% | 75.62%-71.3pp | 62.19%-57.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,532 | $3,175-51.7% | $2,850-46.2% | $4,869-68.5% |
| Participant deferral / active EE | $5,120 | $3,901+31.2% | $3,517+45.6% | $5,287-3.2% |
| Admin fee / account holder | $7,758 | $5,263+47.4% | $4,510+72.0% | $10,133-23.4% |