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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 | $21,590 | $48,011-55.0% | $63,803-66.2% | $82,637-73.9% |
| Participation rate | 48.7% | 66.6%-17.9pp | 72.7%-24.0pp | 68.1%-19.3pp |
| Annual return | 14.29% | 19.84%-5.6pp | 543.72%-529.4pp | 53.51%-39.2pp |
| Employer contribution / active EE | $510 | $1,904-73.2% | $2,532-79.8% | $2,552-80.0% |
| Participant deferral / active EE | $1,828 | $2,846-35.8% | $3,843-52.4% | $4,126-55.7% |
| Admin fee / account holder | $4,984 | $3,873+28.7% | $5,196-4.1% | $7,339-32.1% |