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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 | $25,407 | $98,760-74.3% | $149,715-83.0% | $79,858-68.2% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.5%-36.3pp | 69.6%-23.5pp |
| Annual return | 21.89% | 27.43%-5.5pp | 276.66%-254.8pp | 31.72%-9.8pp |
| Employer contribution / active EE | $795 | $3,217-75.3% | $4,645-82.9% | $2,471-67.8% |
| Participant deferral / active EE | $4,834 | $5,681-14.9% | $6,842-29.3% | $3,740+29.2% |
| Admin fee / account holder | $875 | $6,053-85.5% | $9,310-90.6% | $5,306-83.5% |