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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 | $26,066 | $75,832-65.6% | $147,617-82.3% | $59,633-56.3% |
| Participation rate | 47.6% | 71.6%-23.9pp | 84.6%-37.0pp | 68.7%-21.1pp |
| Annual return | 10.94% | 0.37%+10.6pp | 61.98%-51.0pp | 2041.45%-2030.5pp |
| Employer contribution / active EE | $632 | $3,485-81.9% | $5,564-88.6% | $2,203-71.3% |
| Participant deferral / active EE | $1,110 | $3,131-64.5% | $4,895-77.3% | $3,192-65.2% |
| Admin fee / account holder | $4,535 | $5,986-24.2% | $11,612-60.9% | $4,297+5.5% |