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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 | $26,412 | $91,167-71.0% | $178,498-85.2% | $79,858-66.9% |
| Participation rate | 67.5% | 69.2%-1.7pp | 81.9%-14.4pp | 69.6%-2.1pp |
| Annual return | 12.56% | 24.19%-11.6pp | 151.09%-138.5pp | 31.72%-19.2pp |
| Employer contribution / active EE | $656 | $3,255-79.8% | $5,011-86.9% | $2,471-73.4% |
| Participant deferral / active EE | $1,982 | $3,236-38.7% | $5,202-61.9% | $3,740-47.0% |
| Admin fee / account holder | $6,255 | $6,747-7.3% | $13,985-55.3% | $5,306+17.9% |