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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 | $20,005 | $91,179-78.1% | $178,499-88.8% | $79,852-74.9% |
| Participation rate | 34.5% | 69.2%-34.7pp | 81.9%-47.4pp | 69.6%-35.2pp |
| Annual return | 38.47% | 24.19%+14.3pp | 151.10%-112.6pp | 31.72%+6.7pp |
| Employer contribution / active EE | $756 | $3,256-76.8% | $5,011-84.9% | $2,471-69.4% |
| Participant deferral / active EE | $1,438 | $3,236-55.6% | $5,202-72.4% | $3,740-61.6% |
| Admin fee / account holder | $3,098 | $6,749-54.1% | $13,986-77.9% | $5,306-41.6% |