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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 | $20,756 | $45,566-54.4% | $64,105-67.6% | $59,633-65.2% |
| Participation rate | 55.4% | 60.2%-4.8pp | 68.2%-12.8pp | 68.7%-13.3pp |
| Annual return | 5.66% | 4.95%+0.7pp | 791.24%-785.6pp | 2041.45%-2035.8pp |
| Employer contribution / active EE | $516 | $934-44.8% | $1,820-71.7% | $2,203-76.6% |
| Participant deferral / active EE | $1,614 | $2,057-21.5% | $2,822-42.8% | $3,192-49.4% |
| Admin fee / account holder | $1,022 | $3,268-68.7% | $4,499-77.3% | $4,297-76.2% |