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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 | $23,308 | $51,649-54.9% | $124,206-81.2% | $64,097-63.6% |
| Participation rate | 15.9% | 45.2%-29.3pp | 69.6%-53.7pp | 55.2%-39.3pp |
| Annual return | 21.38% | 19.98%+1.4pp | 515.27%-493.9pp | 34.64%-13.3pp |
| Employer contribution / active EE | $465 | $1,057-56.0% | $3,540-86.9% | $1,891-75.4% |
| Participant deferral / active EE | $712 | $2,165-67.1% | $3,968-82.1% | $3,080-76.9% |
| Admin fee / account holder | $2,122 | $4,237-49.9% | $5,929-64.2% | $3,454-38.6% |