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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 | $19,044 | $91,179-79.1% | $178,499-89.3% | $79,852-76.2% |
| Participation rate | 53.8% | 69.2%-15.4pp | 81.9%-28.1pp | 69.6%-15.8pp |
| Annual return | 18.33% | 24.19%-5.9pp | 151.10%-132.8pp | 31.72%-13.4pp |
| Employer contribution / active EE | $484 | $3,256-85.1% | $5,011-90.3% | $2,471-80.4% |
| Participant deferral / active EE | $1,156 | $3,236-64.3% | $5,202-77.8% | $3,740-69.1% |
| Admin fee / account holder | $939 | $6,749-86.1% | $13,986-93.3% | $5,306-82.3% |