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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 | $22,102 | $91,198-75.8% | $178,503-87.6% | $79,856-72.3% |
| Participation rate | 48.4% | 69.2%-20.8pp | 81.9%-33.5pp | 69.6%-21.3pp |
| Annual return | 15.14% | 24.20%-9.1pp | 151.12%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $437 | $3,257-86.6% | $5,011-91.3% | $2,471-82.3% |
| Participant deferral / active EE | $2,026 | $3,237-37.4% | $5,202-61.1% | $3,741-45.8% |
| Admin fee / account holder | $2,443 | $6,748-63.8% | $13,987-82.5% | $5,306-54.0% |