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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 | $32,773 | $47,479-31.0% | $62,929-47.9% | $82,448-60.2% |
| Participation rate | 61.8% | 66.9%-5.1pp | 73.1%-11.3pp | 68.1%-6.3pp |
| Annual return | 13.95% | 20.34%-6.4pp | 1063.93%-1050.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $941 | $1,885-50.1% | $2,505-62.4% | $2,551-63.1% |
| Participant deferral / active EE | $4,318 | $2,870+50.4% | $3,888+11.0% | $4,139+4.3% |
| Admin fee / account holder | $446 | $3,804-88.3% | $5,065-91.2% | $7,234-93.8% |