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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 | $17,633 | $47,553-62.9% | $136,867-87.1% | $69,733-74.7% |
| Participation rate | 55.1% | 61.4%-6.3pp | 74.5%-19.5pp | 62.5%-7.4pp |
| Annual return | 40.57% | -91.50%+132.1pp | 42.97%-2.4pp | 15.22%+25.3pp |
| Employer contribution / active EE | $548 | $2,087-73.7% | $3,547-84.5% | $2,250-75.6% |
| Participant deferral / active EE | $2,203 | $2,300-4.2% | $4,924-55.3% | $3,054-27.9% |
| Admin fee / account holder | $1,513 | $3,496-56.7% | $10,340-85.4% | $3,102-51.2% |