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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 | $19,285 | $28,167-31.5% | $73,658-73.8% | $64,728-70.2% |
| Participation rate | 33.5% | 21.1%+12.4pp | 57.0%-23.6pp | 57.9%-24.4pp |
| Annual return | 17.43% | 139.75%-122.3pp | 29.72%-12.3pp | 49.38%-31.9pp |
| Employer contribution / active EE | $691 | $373+85.4% | $1,032-33.0% | $2,243-69.2% |
| Participant deferral / active EE | $1,446 | $597+142.1% | $2,062-29.9% | $2,729-47.0% |
| Admin fee / account holder | $2,958 | $1,791+65.2% | $3,357-11.9% | $1,145+158.3% |