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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 | $18,681 | $91,179-79.5% | $178,499-89.5% | $79,852-76.6% |
| Participation rate | 68.8% | 69.2%-0.5pp | 81.9%-13.2pp | 69.6%-0.9pp |
| Annual return | 16.12% | 24.19%-8.1pp | 151.10%-135.0pp | 31.72%-15.6pp |
| Employer contribution / active EE | $942 | $3,256-71.1% | $5,011-81.2% | $2,471-61.9% |
| Participant deferral / active EE | $2,062 | $3,236-36.3% | $5,202-60.4% | $3,740-44.9% |
| Admin fee / account holder | $766 | $6,749-88.6% | $13,986-94.5% | $5,306-85.6% |