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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 | $26,664 | $88,360-69.8% | $145,433-81.7% | $67,986-60.8% |
| Participation rate | 30.8% | 65.5%-34.6pp | 82.1%-51.3pp | 57.2%-26.4pp |
| Annual return | 21.51% | 63.15%-41.6pp | 66.58%-45.1pp | 31.67%-10.2pp |
| Employer contribution / active EE | $885 | $3,054-71.0% | $4,554-80.6% | $2,019-56.1% |
| Participant deferral / active EE | $1,528 | $5,932-74.2% | $7,897-80.6% | $3,358-54.5% |
| Admin fee / account holder | $1,115 | $3,313-66.4% | $13,129-91.5% | $3,203-65.2% |