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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 | $25,177 | $89,364-71.8% | $141,177-82.2% | $72,983-65.5% |
| Participation rate | 44.4% | 75.1%-30.7pp | 82.5%-38.0pp | 69.5%-25.0pp |
| Annual return | 24.01% | 111.86%-87.8pp | 71.40%-47.4pp | 81.01%-57.0pp |
| Employer contribution / active EE | $720 | $3,115-76.9% | $4,736-84.8% | $2,440-70.5% |
| Participant deferral / active EE | $3,956 | $5,419-27.0% | $6,710-41.0% | $3,608+9.7% |
| Admin fee / account holder | $2,165 | $5,959-63.7% | $10,263-78.9% | $5,124-57.7% |