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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 | $25,863 | $52,961-51.2% | $172,752-85.0% | $65,185-60.3% |
| Participation rate | 67.0% | 66.2%+0.8pp | 82.6%-15.7pp | 70.2%-3.2pp |
| Annual return | 18.52% | 30.12%-11.6pp | 802.97%-784.5pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,286 | $2,190-41.3% | $5,144-75.0% | $2,177-40.9% |
| Participant deferral / active EE | $1,250 | $2,471-49.4% | $5,198-75.9% | $3,514-64.4% |
| Admin fee / account holder | $2,323 | $472+392.2% | $13,955-83.4% | $847+174.2% |