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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 | $23,710 | $44,425-46.6% | $67,834-65.0% | $55,167-57.0% |
| Participation rate | 65.0% | 59.7%+5.3pp | 68.8%-3.8pp | 69.0%-4.0pp |
| Annual return | 10.42% | 17.80%-7.4pp | 138.47%-128.1pp | 169.23%-158.8pp |
| Employer contribution / active EE | $501 | $1,351-62.9% | $2,403-79.1% | $1,963-74.5% |
| Participant deferral / active EE | $1,536 | $2,166-29.1% | $3,160-51.4% | $3,054-49.7% |
| Admin fee / account holder | $1,033 | $530+94.8% | $4,622-77.7% | $504+105.0% |