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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 | $23,131 | $91,179-74.6% | $178,499-87.0% | $79,852-71.0% |
| Participation rate | 36.4% | 69.2%-32.8pp | 81.9%-45.6pp | 69.6%-33.3pp |
| Annual return | 19.92% | 24.19%-4.3pp | 151.10%-131.2pp | 31.72%-11.8pp |
| Employer contribution / active EE | $479 | $3,256-85.3% | $5,011-90.4% | $2,471-80.6% |
| Participant deferral / active EE | $1,654 | $3,236-48.9% | $5,202-68.2% | $3,740-55.8% |
| Admin fee / account holder | $3,504 | $6,749-48.1% | $13,986-74.9% | $5,306-34.0% |