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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 | $20,825 | $48,053-56.7% | $84,623-75.4% | $72,983-71.5% |
| Participation rate | 48.8% | 57.6%-8.7pp | 68.2%-19.4pp | 69.5%-20.6pp |
| Annual return | 23.13% | 37.39%-14.3pp | 258.77%-235.6pp | 81.01%-57.9pp |
| Employer contribution / active EE | $712 | $1,602-55.5% | $2,652-73.1% | $2,440-70.8% |
| Participant deferral / active EE | $1,920 | $2,681-28.4% | $3,899-50.8% | $3,608-46.8% |
| Admin fee / account holder | $850 | $3,395-75.0% | $4,913-82.7% | $5,124-83.4% |