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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 | $22,266 | $45,872-51.5% | $77,100-71.1% | $68,490-67.5% |
| Participation rate | 38.9% | 55.9%-17.0pp | 67.9%-29.0pp | 67.9%-29.0pp |
| Annual return | 67.44% | 1.73%+65.7pp | 42.35%+25.1pp | -7.85%+75.3pp |
| Employer contribution / active EE | $946 | $1,650-42.7% | $2,815-66.4% | $2,597-63.6% |
| Participant deferral / active EE | $2,451 | $2,963-17.3% | $4,430-44.7% | $4,028-39.1% |
| Admin fee / account holder | $852 | $3,041-72.0% | $5,443-84.4% | $5,403-84.2% |