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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 | $19,505 | $48,053-59.4% | $84,637-77.0% | $72,976-73.3% |
| Participation rate | 48.4% | 57.6%-9.2pp | 68.2%-19.8pp | 69.5%-21.1pp |
| Annual return | 27.87% | 37.39%-9.5pp | 258.82%-231.0pp | 81.02%-53.1pp |
| Employer contribution / active EE | $461 | $1,602-71.2% | $2,653-82.6% | $2,440-81.1% |
| Participant deferral / active EE | $2,840 | $2,681+6.0% | $3,900-27.2% | $3,608-21.3% |
| Admin fee / account holder | $2,395 | $3,395-29.5% | $4,914-51.3% | $5,124-53.3% |