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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 | $26,545 | $65,034-59.2% | $90,970-70.8% | $79,856-66.8% |
| Participation rate | 53.9% | 61.6%-7.7pp | 69.0%-15.1pp | 69.6%-15.7pp |
| Annual return | 10.99% | 30.45%-19.5pp | 134.60%-123.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $667 | $1,247-46.5% | $2,122-68.6% | $2,471-73.0% |
| Participant deferral / active EE | $2,537 | $2,512+1.0% | $3,373-24.8% | $3,741-32.2% |
| Admin fee / account holder | $9,915 | $4,536+118.6% | $5,961+66.3% | $5,306+86.8% |