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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 | $33,062 | $91,198-63.7% | $178,503-81.5% | $79,856-58.6% |
| Participation rate | 46.7% | 69.2%-22.5pp | 81.9%-35.3pp | 69.6%-23.0pp |
| Annual return | 25.76% | 24.20%+1.6pp | 151.12%-125.4pp | 31.71%-6.0pp |
| Employer contribution / active EE | $948 | $3,257-70.9% | $5,011-81.1% | $2,471-61.6% |
| Participant deferral / active EE | $2,420 | $3,237-25.2% | $5,202-53.5% | $3,741-35.3% |
| Admin fee / account holder | $1,153 | $6,748-82.9% | $13,987-91.8% | $5,306-78.3% |