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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 | $22,327 | $91,198-75.5% | $178,503-87.5% | $79,856-72.0% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 28.44% | 24.20%+4.2pp | 151.12%-122.7pp | 31.71%-3.3pp |
| Employer contribution / active EE | $1,218 | $3,257-62.6% | $5,011-75.7% | $2,471-50.7% |
| Participant deferral / active EE | $2,627 | $3,237-18.8% | $5,202-49.5% | $3,741-29.8% |
| Admin fee / account holder | $1,135 | $6,748-83.2% | $13,987-91.9% | $5,306-78.6% |