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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 | $20,051 | $51,638-61.2% | $68,368-70.7% | $82,448-75.7% |
| Participation rate | 40.0% | 63.6%-23.6pp | 73.8%-33.8pp | 68.1%-28.1pp |
| Annual return | 22.76% | 37.53%-14.8pp | 292.57%-269.8pp | 41.64%-18.9pp |
| Employer contribution / active EE | $345 | $2,047-83.1% | $2,649-87.0% | $2,551-86.5% |
| Participant deferral / active EE | $4,810 | $2,914+65.1% | $4,123+16.7% | $4,139+16.2% |
| Admin fee / account holder | $595 | $4,643-87.2% | $5,150-88.4% | $7,234-91.8% |