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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 | $41,540 | $55,453-25.1% | $170,435-75.6% | $62,293-33.3% |
| Participation rate | 40.0% | 66.4%-26.4pp | 83.6%-43.6pp | 69.5%-29.5pp |
| Annual return | 23.25% | 21.38%+1.9pp | 205.94%-182.7pp | 28.90%-5.6pp |
| Employer contribution / active EE | $887 | $2,164-59.0% | $5,432-83.7% | $2,042-56.6% |
| Participant deferral / active EE | $1,761 | $2,303-23.5% | $4,939-64.3% | $3,169-44.4% |
| Admin fee / account holder | $2,181 | $455+379.3% | $13,881-84.3% | $479+355.0% |