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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 | $21,512 | $107,015-79.9% | $73,545-70.7% | $147,585-85.4% |
| Participation rate | 66.7% | 66.4%+0.3pp | 54.9%+11.7pp | 82.8%-16.2pp |
| Annual return | 19.33% | 38.25%-18.9pp | -15.16%+34.5pp | 578.58%-559.3pp |
| Employer contribution / active EE | $215 | $1,760-87.8% | $1,219-82.4% | $4,876-95.6% |
| Participant deferral / active EE | $1,803 | $2,462-26.7% | $1,806-0.1% | $5,439-66.8% |
| Admin fee / account holder | $1,889 | $3,055-38.2% | $2,320-18.6% | $10,886-82.6% |