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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 | $7,817 | $25,014-68.8% | $69,623-88.8% | $80,935-90.3% |
| Participation rate | 44.3% | 64.2%-19.9pp | 66.4%-22.2pp | 67.7%-23.4pp |
| Annual return | 45.76% | 19.08%+26.7pp | 101.23%-55.5pp | 35.66%+10.1pp |
| Employer contribution / active EE | $630 | $991-36.4% | $1,709-63.1% | $2,757-77.1% |
| Participant deferral / active EE | $1,545 | $1,840-16.0% | $2,890-46.5% | $4,299-64.1% |
| Admin fee / account holder | $3,722 | $2,491+49.4% | $4,696-20.7% | $6,924-46.2% |