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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 | $24,778 | $45,900-46.0% | $94,057-73.7% | $64,340-61.5% |
| Participation rate | 56.2% | 50.6%+5.6pp | 73.3%-17.1pp | 55.2%+1.0pp |
| Annual return | 18.04% | 50.47%-32.4pp | 480.62%-462.6pp | 24.14%-6.1pp |
| Employer contribution / active EE | $614 | $1,612-61.9% | $2,933-79.1% | $1,862-67.0% |
| Participant deferral / active EE | $1,560 | $2,102-25.8% | $4,709-66.9% | $2,980-47.7% |
| Admin fee / account holder | $4,177 | $3,143+32.9% | $7,244-42.3% | $3,703+12.8% |