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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 | $19,496 | $77,164-74.7% | $178,014-89.0% | $80,874-75.9% |
| Participation rate | 63.4% | 65.7%-2.3pp | 77.1%-13.7pp | 67.6%-4.2pp |
| Annual return | 30.80% | 18.09%+12.7pp | 294.80%-264.0pp | 35.62%-4.8pp |
| Employer contribution / active EE | $1,685 | $2,288-26.4% | $3,950-57.4% | $2,756-38.9% |
| Participant deferral / active EE | $2,800 | $4,408-36.5% | $6,276-55.4% | $4,297-34.8% |
| Admin fee / account holder | $1,082 | $7,164-84.9% | $10,362-89.6% | $6,935-84.4% |