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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 | $20,104 | $91,179-78.0% | $178,499-88.7% | $79,852-74.8% |
| Participation rate | 38.5% | 69.2%-30.7pp | 81.9%-43.5pp | 69.6%-31.2pp |
| Annual return | 18.75% | 24.19%-5.4pp | 151.10%-132.4pp | 31.72%-13.0pp |
| Employer contribution / active EE | $480 | $3,256-85.3% | $5,011-90.4% | $2,471-80.6% |
| Participant deferral / active EE | $1,890 | $3,236-41.6% | $5,202-63.7% | $3,740-49.5% |
| Admin fee / account holder | $2,012 | $6,749-70.2% | $13,986-85.6% | $5,306-62.1% |