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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 | $22,443 | $77,901-71.2% | $149,717-85.0% | $75,181-70.1% |
| Participation rate | 7.3% | 65.6%-58.3pp | 78.8%-71.5pp | 67.2%-59.9pp |
| Annual return | 16.36% | 31.73%-15.4pp | 134.41%-118.0pp | 160.69%-144.3pp |
| Employer contribution / active EE | $1,894 | $3,137-39.6% | $4,820-60.7% | $2,671-29.1% |
| Participant deferral / active EE | $3,064 | $3,411-10.2% | $5,682-46.1% | $4,126-25.7% |
| Admin fee / account holder | $439 | $5,949-92.6% | $13,213-96.7% | $5,650-92.2% |