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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 | $21,860 | $48,364-54.8% | $71,796-69.6% | $62,881-65.2% |
| Participation rate | 45.8% | 60.6%-14.8pp | 69.1%-23.3pp | 69.3%-23.5pp |
| Annual return | 25.93% | 13.16%+12.8pp | 78.04%-52.1pp | 20.14%+5.8pp |
| Employer contribution / active EE | $320 | $1,042-69.3% | $1,924-83.4% | $2,281-86.0% |
| Participant deferral / active EE | $2,067 | $2,091-1.2% | $2,794-26.0% | $3,203-35.5% |
| Admin fee / account holder | $1,511 | $3,771-59.9% | $4,815-68.6% | $4,296-64.8% |