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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 | $18,107 | $95,406-81.0% | $185,849-90.3% | $85,847-78.9% |
| Participation rate | 49.1% | 68.8%-19.7pp | 81.7%-32.7pp | 69.3%-20.3pp |
| Annual return | 22.23% | 23.59%-1.4pp | 122.10%-99.9pp | 318.61%-296.4pp |
| Employer contribution / active EE | $942 | $3,314-71.6% | $5,169-81.8% | $2,565-63.3% |
| Participant deferral / active EE | $1,998 | $3,424-41.6% | $5,569-64.1% | $3,952-49.4% |
| Admin fee / account holder | $1,037 | $7,214-85.6% | $16,244-93.6% | $6,261-83.4% |