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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 | $24,707 | $64,324-61.6% | $118,946-79.2% | $79,858-69.1% |
| Participation rate | 35.3% | 64.9%-29.6pp | 75.4%-40.1pp | 69.6%-34.3pp |
| Annual return | 21.18% | 86.45%-65.3pp | 35.89%-14.7pp | 31.72%-10.5pp |
| Employer contribution / active EE | $772 | $1,836-58.0% | $3,263-76.3% | $2,471-68.8% |
| Participant deferral / active EE | $2,201 | $2,824-22.0% | $4,266-48.4% | $3,740-41.1% |
| Admin fee / account holder | $4,244 | $4,040+5.1% | $6,581-35.5% | $5,306-20.0% |