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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 | $38,914 | $93,345-58.3% | $119,126-67.3% | $87,485-55.5% |
| Participation rate | 25.9% | 68.7%-42.8pp | 75.8%-49.8pp | 68.9%-43.0pp |
| Annual return | 20.85% | 19.08%+1.8pp | 282.11%-261.3pp | 26.06%-5.2pp |
| Employer contribution / active EE | $861 | $3,172-72.9% | $4,034-78.7% | $2,596-66.9% |
| Participant deferral / active EE | $1,844 | $4,099-55.0% | $5,318-65.3% | $4,274-56.8% |
| Admin fee / account holder | $407 | $8,039-94.9% | $10,693-96.2% | $7,775-94.8% |