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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 | $19,113 | $77,908-75.5% | $149,696-87.2% | $75,173-74.6% |
| Participation rate | 64.8% | 65.6%-0.8pp | 78.8%-14.0pp | 67.2%-2.4pp |
| Annual return | 16.45% | 31.73%-15.3pp | 134.46%-118.0pp | 160.72%-144.3pp |
| Employer contribution / active EE | $798 | $3,138-74.6% | $4,821-83.5% | $2,671-70.1% |
| Participant deferral / active EE | $2,663 | $3,411-21.9% | $5,682-53.1% | $4,126-35.5% |
| Admin fee / account holder | $487 | $5,950-91.8% | $13,212-96.3% | $5,651-91.4% |