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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 | $19,585 | $77,920-74.9% | $149,723-86.9% | $75,177-73.9% |
| Participation rate | 47.1% | 65.6%-18.4pp | 78.8%-31.6pp | 67.2%-20.1pp |
| Annual return | 40.40% | 31.72%+8.7pp | 134.50%-94.1pp | 160.75%-120.3pp |
| Employer contribution / active EE | $1,137 | $3,138-63.8% | $4,821-76.4% | $2,671-57.4% |
| Participant deferral / active EE | $1,943 | $3,411-43.0% | $5,682-65.8% | $4,126-52.9% |
| Admin fee / account holder | $1,665 | $5,951-72.0% | $13,215-87.4% | $5,651-70.5% |