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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 | $19,255 | $57,350-66.4% | $83,850-77.0% | $64,181-70.0% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | 11.86% | 11.38%+0.5pp | 850.92%-839.1pp | 7.63%+4.2pp |
| Employer contribution / active EE | $761 | $2,545-70.1% | $3,631-79.0% | $2,381-68.0% |
| Participant deferral / active EE | $2,158 | $2,993-27.9% | $4,082-47.1% | $3,470-37.8% |
| Admin fee / account holder | $1,595 | $4,046-60.6% | $5,478-70.9% | $4,887-67.4% |