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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 | $19,117 | $75,541-74.7% | $152,093-87.4% | $82,637-76.9% |
| Participation rate | 40.7% | 66.5%-25.8pp | 77.8%-37.0pp | 68.1%-27.3pp |
| Annual return | 53.22% | 32.56%+20.7pp | 66.36%-13.1pp | 53.51%-0.3pp |
| Employer contribution / active EE | $1,432 | $2,622-45.4% | $4,175-65.7% | $2,552-43.9% |
| Participant deferral / active EE | $2,763 | $3,206-13.8% | $5,451-49.3% | $4,126-33.0% |
| Admin fee / account holder | $2,196 | $6,405-65.7% | $14,497-84.8% | $7,339-70.1% |