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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 | $33,294 | $61,125-45.5% | $94,057-64.6% | $87,485-61.9% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.3%-6.7pp | 68.9%-2.3pp |
| Annual return | 18.24% | 35.20%-17.0pp | 480.62%-462.4pp | 26.06%-7.8pp |
| Employer contribution / active EE | $244 | $2,136-88.6% | $2,933-91.7% | $2,596-90.6% |
| Participant deferral / active EE | $1,103 | $3,260-66.2% | $4,709-76.6% | $4,274-74.2% |
| Admin fee / account holder | $2,064 | $5,629-63.3% | $7,244-71.5% | $7,775-73.5% |