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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 | $22,895 | $61,338-62.7% | $149,717-84.7% | $71,495-68.0% |
| Participation rate | 40.7% | 62.5%-21.9pp | 78.8%-38.1pp | 67.9%-27.3pp |
| Annual return | 29.87% | 35.86%-6.0pp | 134.41%-104.5pp | 28.85%+1.0pp |
| Employer contribution / active EE | $981 | $2,381-58.8% | $4,820-79.6% | $2,589-62.1% |
| Participant deferral / active EE | $2,257 | $2,919-22.7% | $5,682-60.3% | $4,291-47.4% |
| Admin fee / account holder | $4,457 | $1,263+253.0% | $13,213-66.3% | $1,588+180.7% |