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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 | $23,809 | $84,236-71.7% | $170,435-86.0% | $70,126-66.0% |
| Participation rate | 46.2% | 70.8%-24.7pp | 83.6%-37.4pp | 69.5%-23.4pp |
| Annual return | 78.68% | 23.06%+55.6pp | 205.94%-127.3pp | 73.15%+5.5pp |
| Employer contribution / active EE | $1,172 | $3,387-65.4% | $5,432-78.4% | $2,343-50.0% |
| Participant deferral / active EE | $2,577 | $3,086-16.5% | $4,939-47.8% | $3,332-22.7% |
| Admin fee / account holder | $1,338 | $5,698-76.5% | $13,881-90.4% | $4,645-71.2% |