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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 | $23,212 | $85,171-72.7% | $172,753-86.6% | $72,976-68.2% |
| Participation rate | 49.2% | 70.1%-20.9pp | 82.6%-33.5pp | 69.5%-20.3pp |
| Annual return | 30.34% | 27.32%+3.0pp | 803.00%-772.7pp | 81.02%-50.7pp |
| Employer contribution / active EE | $865 | $3,324-74.0% | $5,144-83.2% | $2,440-64.6% |
| Participant deferral / active EE | $1,411 | $3,260-56.7% | $5,198-72.9% | $3,608-60.9% |
| Admin fee / account holder | $328 | $5,880-94.4% | $13,956-97.6% | $5,124-93.6% |