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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 | $27,617 | $89,259-69.1% | $107,187-74.2% | $82,637-66.6% |
| Participation rate | 17.6% | 67.9%-50.3pp | 75.0%-57.4pp | 68.1%-50.4pp |
| Annual return | 26.26% | 21.02%+5.2pp | 204.55%-178.3pp | 53.51%-27.2pp |
| Employer contribution / active EE | $803 | $3,080-73.9% | $3,782-78.8% | $2,552-68.5% |
| Participant deferral / active EE | $1,723 | $4,037-57.3% | $5,096-66.2% | $4,126-58.3% |
| Admin fee / account holder | $1,559 | $7,381-78.9% | $9,162-83.0% | $7,339-78.8% |