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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 | $22,522 | $63,861-64.7% | $104,614-78.5% | $79,858-71.8% |
| Participation rate | 51.5% | 64.9%-13.4pp | 74.1%-22.6pp | 69.6%-18.1pp |
| Annual return | 19.00% | 21.30%-2.3pp | 340.56%-321.6pp | 31.72%-12.7pp |
| Employer contribution / active EE | $354 | $1,588-77.7% | $2,681-86.8% | $2,471-85.7% |
| Participant deferral / active EE | $2,149 | $2,693-20.2% | $3,739-42.5% | $3,740-42.6% |
| Admin fee / account holder | $2,115 | $4,185-49.5% | $6,464-67.3% | $5,306-60.1% |