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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 | $25,320 | $77,920-67.5% | $149,723-83.1% | $75,177-66.3% |
| Participation rate | 43.8% | 65.6%-21.8pp | 78.8%-35.0pp | 67.2%-23.5pp |
| Annual return | 131.20% | 31.72%+99.5pp | 134.50%-3.3pp | 160.75%-29.5pp |
| Employer contribution / active EE | $518 | $3,138-83.5% | $4,821-89.3% | $2,671-80.6% |
| Participant deferral / active EE | $2,635 | $3,411-22.8% | $5,682-53.6% | $4,126-36.1% |
| Admin fee / account holder | $546 | $5,951-90.8% | $13,215-95.9% | $5,651-90.3% |