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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 | $22,692 | $56,116-59.6% | $135,768-83.3% | $86,983-73.9% |
| Participation rate | 39.2% | 60.1%-20.9pp | 71.1%-31.9pp | 69.5%-30.3pp |
| Annual return | 14.44% | 125.33%-110.9pp | 526.10%-511.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $756 | $1,528-50.5% | $3,394-77.7% | $2,584-70.8% |
| Participant deferral / active EE | $1,498 | $2,690-44.3% | $3,977-62.3% | $4,194-64.3% |
| Admin fee / account holder | $6,197 | $4,314+43.6% | $7,048-12.1% | $7,856-21.1% |