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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 | $18,767 | $91,167-79.4% | $178,498-89.5% | $79,858-76.5% |
| Participation rate | 67.2% | 69.2%-2.0pp | 81.9%-14.8pp | 69.6%-2.5pp |
| Annual return | 11.93% | 24.19%-12.3pp | 151.09%-139.2pp | 31.72%-19.8pp |
| Employer contribution / active EE | $864 | $3,255-73.5% | $5,011-82.8% | $2,471-65.0% |
| Participant deferral / active EE | $1,407 | $3,236-56.5% | $5,202-73.0% | $3,740-62.4% |
| Admin fee / account holder | $1,884 | $6,747-72.1% | $13,985-86.5% | $5,306-64.5% |