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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 | $18,281 | $123,750-85.2% | $69,611-73.7% | $145,877-87.5% |
| Participation rate | 20.0% | 69.2%-49.2pp | 66.4%-46.4pp | 80.3%-60.3pp |
| Annual return | 6.99% | 192.03%-185.0pp | 101.14%-94.2pp | 551.28%-544.3pp |
| Employer contribution / active EE | $616 | $2,672-77.0% | $1,709-64.0% | $4,663-86.8% |
| Participant deferral / active EE | $1,523 | $4,243-64.1% | $2,891-47.3% | $6,691-77.2% |
| Admin fee / account holder | $4,812 | $7,817-38.4% | $4,696+2.5% | $13,402-64.1% |