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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 | $22,502 | $61,125-63.2% | $94,057-76.1% | $87,485-74.3% |
| Participation rate | 58.6% | 64.1%-5.5pp | 73.3%-14.8pp | 68.9%-10.4pp |
| Annual return | 17.59% | 35.20%-17.6pp | 480.62%-463.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $560 | $2,136-73.8% | $2,933-80.9% | $2,596-78.4% |
| Participant deferral / active EE | $2,021 | $3,260-38.0% | $4,709-57.1% | $4,274-52.7% |
| Admin fee / account holder | $2,932 | $5,629-47.9% | $7,244-59.5% | $7,775-62.3% |