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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 | $55,246 | $77,908-29.1% | $149,696-63.1% | $75,173-26.5% |
| Participation rate | 16.3% | 65.6%-49.3pp | 78.8%-62.4pp | 67.2%-50.9pp |
| Annual return | 15.00% | 31.73%-16.7pp | 134.46%-119.5pp | 160.72%-145.7pp |
| Employer contribution / active EE | $407 | $3,138-87.0% | $4,821-91.6% | $2,671-84.8% |
| Participant deferral / active EE | $966 | $3,411-71.7% | $5,682-83.0% | $4,126-76.6% |
| Admin fee / account holder | $675 | $5,950-88.7% | $13,212-94.9% | $5,651-88.1% |