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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 | $27,681 | $77,638-64.3% | $156,552-82.3% | $62,881-56.0% |
| Participation rate | 61.3% | 71.2%-9.9pp | 84.0%-22.7pp | 69.3%-8.0pp |
| Annual return | 4.79% | 50.33%-45.5pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,194 | $3,444-65.3% | $5,501-78.3% | $2,281-47.7% |
| Participant deferral / active EE | $2,455 | $3,046-19.4% | $4,871-49.6% | $3,203-23.3% |
| Admin fee / account holder | $4,163 | $5,561-25.1% | $13,028-68.0% | $4,296-3.1% |