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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 | $22,420 | $58,264-61.5% | $86,617-74.1% | $71,495-68.6% |
| Participation rate | 47.0% | 65.0%-18.0pp | 71.7%-24.7pp | 67.9%-20.9pp |
| Annual return | 18.82% | 21.63%-2.8pp | 591.91%-573.1pp | 28.85%-10.0pp |
| Employer contribution / active EE | $595 | $2,574-76.9% | $3,023-80.3% | $2,589-77.0% |
| Participant deferral / active EE | $3,325 | $3,436-3.2% | $4,437-25.1% | $4,291-22.5% |
| Admin fee / account holder | $1,416 | $1,057+34.0% | $5,613-74.8% | $1,588-10.8% |