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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 | $18,592 | $91,179-79.6% | $178,499-89.6% | $79,852-76.7% |
| Participation rate | 34.4% | 69.2%-34.8pp | 81.9%-47.6pp | 69.6%-35.3pp |
| Annual return | 13.54% | 24.19%-10.7pp | 151.10%-137.6pp | 31.72%-18.2pp |
| Employer contribution / active EE | $459 | $3,256-85.9% | $5,011-90.8% | $2,471-81.4% |
| Participant deferral / active EE | $1,366 | $3,236-57.8% | $5,202-73.7% | $3,740-63.5% |
| Admin fee / account holder | $1,628 | $6,749-75.9% | $13,986-88.4% | $5,306-69.3% |