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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 | $28,952 | $70,418-58.9% | $96,570-70.0% | $85,847-66.3% |
| Participation rate | 50.0% | 61.8%-11.8pp | 69.8%-19.8pp | 69.3%-19.3pp |
| Annual return | 19.60% | 18.59%+1.0pp | 37.79%-18.2pp | 318.61%-299.0pp |
| Employer contribution / active EE | $1,732 | $1,413+22.6% | $2,357-26.5% | $2,565-32.5% |
| Participant deferral / active EE | $5,056 | $2,894+74.7% | $3,849+31.4% | $3,952+27.9% |
| Admin fee / account holder | $576 | $4,995-88.5% | $6,182-90.7% | $6,261-90.8% |