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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 | $20,240 | $58,311-65.3% | $81,882-75.3% | $80,959-75.0% |
| Participation rate | 43.3% | 63.5%-20.2pp | 72.4%-29.1pp | 67.7%-24.4pp |
| Annual return | 15.12% | 41.85%-26.7pp | 779.47%-764.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $868 | $2,347-63.0% | $2,916-70.2% | $2,757-68.5% |
| Participant deferral / active EE | $1,575 | $3,287-52.1% | $4,323-63.6% | $4,300-63.4% |
| Admin fee / account holder | $2,275 | $4,752-52.1% | $7,360-69.1% | $6,925-67.2% |