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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 | $16,096 | $48,053-66.5% | $84,637-81.0% | $72,976-77.9% |
| Participation rate | 46.8% | 57.6%-10.8pp | 68.2%-21.5pp | 69.5%-22.7pp |
| Annual return | 21.96% | 37.39%-15.4pp | 258.82%-236.9pp | 81.02%-59.1pp |
| Employer contribution / active EE | $879 | $1,602-45.1% | $2,653-66.9% | $2,440-64.0% |
| Participant deferral / active EE | $2,678 | $2,681-0.1% | $3,900-31.3% | $3,608-25.8% |
| Admin fee / account holder | $4,877 | $3,395+43.6% | $4,914-0.8% | $5,124-4.8% |