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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 | $25,964 | $51,638-49.7% | $68,368-62.0% | $82,448-68.5% |
| Participation rate | 22.4% | 63.6%-41.2pp | 73.8%-51.3pp | 68.1%-45.6pp |
| Annual return | 14.18% | 37.53%-23.4pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $464 | $2,047-77.3% | $2,649-82.5% | $2,551-81.8% |
| Participant deferral / active EE | $708 | $2,914-75.7% | $4,123-82.8% | $4,139-82.9% |
| Admin fee / account holder | $7,702 | $4,643+65.9% | $5,150+49.6% | $7,234+6.5% |