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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 | $17,560 | $77,920-77.5% | $149,723-88.3% | $75,177-76.6% |
| Participation rate | 30.2% | 65.6%-35.4pp | 78.8%-48.6pp | 67.2%-37.0pp |
| Annual return | 19.69% | 31.72%-12.0pp | 134.50%-114.8pp | 160.75%-141.1pp |
| Employer contribution / active EE | $669 | $3,138-78.7% | $4,821-86.1% | $2,671-75.0% |
| Participant deferral / active EE | $1,309 | $3,411-61.6% | $5,682-77.0% | $4,126-68.3% |
| Admin fee / account holder | $2,797 | $5,951-53.0% | $13,215-78.8% | $5,651-50.5% |