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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 | $20,099 | $84,236-76.1% | $170,435-88.2% | $70,126-71.3% |
| Participation rate | 52.0% | 70.8%-18.8pp | 83.6%-31.6pp | 69.5%-17.5pp |
| Annual return | 24.06% | 23.06%+1.0pp | 205.94%-181.9pp | 73.15%-49.1pp |
| Employer contribution / active EE | $762 | $3,387-77.5% | $5,432-86.0% | $2,343-67.5% |
| Participant deferral / active EE | $2,200 | $3,086-28.7% | $4,939-55.5% | $3,332-34.0% |
| Admin fee / account holder | $750 | $5,698-86.8% | $13,881-94.6% | $4,645-83.9% |