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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 | $18,165 | $91,198-80.1% | $178,503-89.8% | $79,856-77.3% |
| Participation rate | 35.5% | 69.2%-33.7pp | 81.9%-46.4pp | 69.6%-34.2pp |
| Annual return | 38.93% | 24.20%+14.7pp | 151.12%-112.2pp | 31.71%+7.2pp |
| Employer contribution / active EE | $846 | $3,257-74.0% | $5,011-83.1% | $2,471-65.8% |
| Participant deferral / active EE | $992 | $3,237-69.3% | $5,202-80.9% | $3,741-73.5% |
| Admin fee / account holder | $573 | $6,748-91.5% | $13,987-95.9% | $5,306-89.2% |