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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 | $20,547 | $91,179-77.5% | $178,499-88.5% | $79,852-74.3% |
| Participation rate | 53.2% | 69.2%-16.0pp | 81.9%-28.7pp | 69.6%-16.4pp |
| Annual return | 15.20% | 24.19%-9.0pp | 151.10%-135.9pp | 31.72%-16.5pp |
| Employer contribution / active EE | $834 | $3,256-74.4% | $5,011-83.4% | $2,471-66.2% |
| Participant deferral / active EE | $1,181 | $3,236-63.5% | $5,202-77.3% | $3,740-68.4% |
| Admin fee / account holder | $2,140 | $6,749-68.3% | $13,986-84.7% | $5,306-59.7% |