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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 | $19,965 | $78,690-74.6% | $161,489-87.6% | $87,485-77.2% |
| Participation rate | 39.7% | 67.5%-27.8pp | 78.7%-39.0pp | 68.9%-29.3pp |
| Annual return | 26.78% | 32.74%-6.0pp | 89.72%-62.9pp | 26.06%+0.7pp |
| Employer contribution / active EE | $1,128 | $2,588-56.4% | $4,268-73.6% | $2,596-56.6% |
| Participant deferral / active EE | $2,862 | $3,311-13.6% | $5,630-49.2% | $4,274-33.0% |
| Admin fee / account holder | $1,999 | $6,724-70.3% | $16,006-87.5% | $7,775-74.3% |