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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 | $23,260 | $99,875-76.7% | $146,866-84.2% | $86,983-73.3% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 21.35% | 28.10%-6.7pp | 102.85%-81.5pp | 25.83%-4.5pp |
| Employer contribution / active EE | $1,509 | $3,224-53.2% | $4,425-65.9% | $2,584-41.6% |
| Participant deferral / active EE | $2,321 | $6,322-63.3% | $7,759-70.1% | $4,194-44.7% |
| Admin fee / account holder | $1,763 | $7,838-77.5% | $13,620-87.1% | $7,856-77.6% |