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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 | $25,495 | $45,043-43.4% | $63,005-59.5% | $70,124-63.6% |
| Participation rate | 48.7% | 69.5%-20.8pp | 74.8%-26.1pp | 69.5%-20.8pp |
| Annual return | 15.40% | 18.76%-3.4pp | 87.59%-72.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $454 | $2,052-77.9% | $2,760-83.5% | $2,342-80.6% |
| Participant deferral / active EE | $1,178 | $2,466-52.2% | $3,329-64.6% | $3,332-64.6% |
| Admin fee / account holder | $8,469 | $2,833+198.9% | $3,599+135.3% | $4,645+82.3% |