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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 | $44,402 | $91,167-51.3% | $178,498-75.1% | $79,858-44.4% |
| Participation rate | 19.4% | 69.2%-49.9pp | 81.9%-62.6pp | 69.6%-50.3pp |
| Annual return | 24.52% | 24.19%+0.3pp | 151.09%-126.6pp | 31.72%-7.2pp |
| Employer contribution / active EE | $494 | $3,255-84.8% | $5,011-90.1% | $2,471-80.0% |
| Participant deferral / active EE | $1,189 | $3,236-63.2% | $5,202-77.1% | $3,740-68.2% |
| Admin fee / account holder | $482 | $6,747-92.9% | $13,985-96.6% | $5,306-90.9% |