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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 | $23,494 | $91,198-74.2% | $178,503-86.8% | $79,856-70.6% |
| Participation rate | 58.8% | 69.2%-10.4pp | 81.9%-23.1pp | 69.6%-10.8pp |
| Annual return | 23.93% | 24.20%-0.3pp | 151.12%-127.2pp | 31.71%-7.8pp |
| Employer contribution / active EE | $531 | $3,257-83.7% | $5,011-89.4% | $2,471-78.5% |
| Participant deferral / active EE | $1,208 | $3,237-62.7% | $5,202-76.8% | $3,741-67.7% |
| Admin fee / account holder | $749 | $6,748-88.9% | $13,987-94.6% | $5,306-85.9% |