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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 | $26,003 | $85,171-69.5% | $172,753-84.9% | $72,976-64.4% |
| Participation rate | 50.8% | 70.1%-19.2pp | 82.6%-31.8pp | 69.5%-18.6pp |
| Annual return | 20.11% | 27.32%-7.2pp | 803.00%-782.9pp | 81.02%-60.9pp |
| Employer contribution / active EE | $806 | $3,324-75.8% | $5,144-84.3% | $2,440-67.0% |
| Participant deferral / active EE | $3,334 | $3,260+2.3% | $5,198-35.9% | $3,608-7.6% |
| Admin fee / account holder | $3,309 | $5,880-43.7% | $13,956-76.3% | $5,124-35.4% |