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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 | $52,415 | $84,233-37.8% | $170,436-69.2% | $70,131-25.3% |
| Participation rate | 25.0% | 70.8%-45.8pp | 83.6%-58.6pp | 69.5%-44.5pp |
| Annual return | 18.85% | 23.06%-4.2pp | 205.94%-187.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $422 | $3,387-87.5% | $5,433-92.2% | $2,342-82.0% |
| Participant deferral / active EE | $2,593 | $3,086-16.0% | $4,939-47.5% | $3,332-22.2% |
| Admin fee / account holder | $1,488 | $5,698-73.9% | $13,880-89.3% | $4,645-68.0% |