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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 | $16,621 | $91,198-81.8% | $178,503-90.7% | $79,856-79.2% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 22.89% | 24.20%-1.3pp | 151.12%-128.2pp | 31.71%-8.8pp |
| Employer contribution / active EE | $933 | $3,257-71.4% | $5,011-81.4% | $2,471-62.2% |
| Participant deferral / active EE | $1,926 | $3,237-40.5% | $5,202-63.0% | $3,741-48.5% |
| Admin fee / account holder | $2,996 | $6,748-55.6% | $13,987-78.6% | $5,306-43.5% |