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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 | $19,012 | $85,171-77.7% | $172,753-89.0% | $72,976-73.9% |
| Participation rate | 51.2% | 70.1%-18.8pp | 82.6%-31.4pp | 69.5%-18.3pp |
| Annual return | 27.73% | 27.32%+0.4pp | 803.00%-775.3pp | 81.02%-53.3pp |
| Employer contribution / active EE | $855 | $3,324-74.3% | $5,144-83.4% | $2,440-64.9% |
| Participant deferral / active EE | $3,573 | $3,260+9.6% | $5,198-31.2% | $3,608-0.9% |
| Admin fee / account holder | $2,998 | $5,880-49.0% | $13,956-78.5% | $5,124-41.5% |