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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 | $23,396 | $78,690-70.3% | $161,489-85.5% | $87,485-73.3% |
| Participation rate | 47.5% | 67.5%-19.9pp | 78.7%-31.2pp | 68.9%-21.4pp |
| Annual return | 21.12% | 32.74%-11.6pp | 89.72%-68.6pp | 26.06%-4.9pp |
| Employer contribution / active EE | $740 | $2,588-71.4% | $4,268-82.7% | $2,596-71.5% |
| Participant deferral / active EE | $2,203 | $3,311-33.5% | $5,630-60.9% | $4,274-48.4% |
| Admin fee / account holder | $1,846 | $6,724-72.5% | $16,006-88.5% | $7,775-76.3% |