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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 | $20,929 | $53,128-60.6% | $86,582-75.8% | $70,126-70.2% |
| Participation rate | 53.1% | 65.3%-12.2pp | 73.5%-20.5pp | 69.5%-16.5pp |
| Annual return | 44.87% | 27.66%+17.2pp | 965.08%-920.2pp | 73.15%-28.3pp |
| Employer contribution / active EE | $722 | $2,068-65.1% | $2,839-74.6% | $2,343-69.2% |
| Participant deferral / active EE | $1,301 | $2,695-51.7% | $3,609-63.9% | $3,332-60.9% |
| Admin fee / account holder | $694 | $3,584-80.6% | $4,904-85.8% | $4,645-85.1% |