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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 | $27,700 | $91,179-69.6% | $178,499-84.5% | $79,852-65.3% |
| Participation rate | 64.6% | 69.2%-4.6pp | 81.9%-17.3pp | 69.6%-5.1pp |
| Annual return | 21.83% | 24.19%-2.4pp | 151.10%-129.3pp | 31.72%-9.9pp |
| Employer contribution / active EE | $850 | $3,256-73.9% | $5,011-83.0% | $2,471-65.6% |
| Participant deferral / active EE | $2,314 | $3,236-28.5% | $5,202-55.5% | $3,740-38.1% |
| Admin fee / account holder | $2,464 | $6,749-63.5% | $13,986-82.4% | $5,306-53.6% |