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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 | $10,246 | $55,889-81.7% | $76,119-86.5% | $80,935-87.3% |
| Participation rate | 48.7% | 62.1%-13.3pp | 69.1%-20.4pp | 67.7%-18.9pp |
| Annual return | 27.80% | 20.58%+7.2pp | 361.25%-333.4pp | 35.66%-7.9pp |
| Employer contribution / active EE | $1,600 | $1,866-14.3% | $2,693-40.6% | $2,757-42.0% |
| Participant deferral / active EE | $2,742 | $3,051-10.1% | $4,259-35.6% | $4,299-36.2% |
| Admin fee / account holder | $1,653 | $5,241-68.5% | $6,421-74.3% | $6,924-76.1% |