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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 | $14,644 | $91,179-83.9% | $178,499-91.8% | $79,852-81.7% |
| Participation rate | 21.6% | 69.2%-47.6pp | 81.9%-60.3pp | 69.6%-48.0pp |
| Annual return | 22.60% | 24.19%-1.6pp | 151.10%-128.5pp | 31.72%-9.1pp |
| Employer contribution / active EE | $576 | $3,256-82.3% | $5,011-88.5% | $2,471-76.7% |
| Participant deferral / active EE | $1,011 | $3,236-68.8% | $5,202-80.6% | $3,740-73.0% |
| Admin fee / account holder | $1,165 | $6,749-82.7% | $13,986-91.7% | $5,306-78.0% |