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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 | $21,642 | $34,316-36.9% | $74,722-71.0% | $72,975-70.3% |
| Participation rate | 42.6% | 42.4%+0.2pp | 54.5%-11.8pp | 69.5%-26.9pp |
| Annual return | 26.71% | 26.58%+0.1pp | 753.11%-726.4pp | 81.01%-54.3pp |
| Employer contribution / active EE | $395 | $692-42.8% | $1,084-63.5% | $2,440-83.8% |
| Participant deferral / active EE | $2,296 | $1,272+80.6% | $1,963+17.0% | $3,608-36.4% |
| Admin fee / account holder | $1,687 | $2,125-20.6% | $3,335-49.4% | $5,124-67.1% |