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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 | $19,457 | $29,051-33.0% | $52,425-62.9% | $67,986-71.4% |
| Participation rate | 40.9% | 30.4%+10.4pp | 55.6%-14.8pp | 57.2%-16.4pp |
| Annual return | 21.68% | 24.00%-2.3pp | 302.12%-280.4pp | 31.67%-10.0pp |
| Employer contribution / active EE | $1,300 | $412+215.7% | $914+42.2% | $2,019-35.6% |
| Participant deferral / active EE | $2,651 | $873+203.6% | $1,790+48.1% | $3,358-21.1% |
| Admin fee / account holder | $4,475 | $2,113+111.8% | $2,495+79.4% | $3,203+39.7% |