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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 | $37,416 | $83,843-55.4% | $123,973-69.8% | $65,306-42.7% |
| Participation rate | 24.8% | 56.0%-31.1pp | 76.7%-51.8pp | 57.7%-32.9pp |
| Annual return | 21.85% | 19.87%+2.0pp | 388.13%-366.3pp | 21.94%-0.1pp |
| Employer contribution / active EE | $599 | $2,873-79.1% | $4,126-85.5% | $1,967-69.5% |
| Participant deferral / active EE | $1,891 | $2,997-36.9% | $5,247-64.0% | $2,959-36.1% |
| Admin fee / account holder | $2,035 | $4,735-57.0% | $11,799-82.8% | $3,480-41.5% |