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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 | $19,243 | $91,179-78.9% | $178,499-89.2% | $79,852-75.9% |
| Participation rate | 47.8% | 69.2%-21.4pp | 81.9%-34.2pp | 69.6%-21.9pp |
| Annual return | 16.40% | 24.19%-7.8pp | 151.10%-134.7pp | 31.72%-15.3pp |
| Employer contribution / active EE | $1,017 | $3,256-68.8% | $5,011-79.7% | $2,471-58.8% |
| Participant deferral / active EE | $1,993 | $3,236-38.4% | $5,202-61.7% | $3,740-46.7% |
| Admin fee / account holder | $2,159 | $6,749-68.0% | $13,986-84.6% | $5,306-59.3% |