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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 | $19,704 | $77,908-74.7% | $149,696-86.8% | $75,173-73.8% |
| Participation rate | 30.8% | 65.6%-34.8pp | 78.8%-48.0pp | 67.2%-36.4pp |
| Annual return | 18.36% | 31.73%-13.4pp | 134.46%-116.1pp | 160.72%-142.4pp |
| Employer contribution / active EE | $642 | $3,138-79.5% | $4,821-86.7% | $2,671-76.0% |
| Participant deferral / active EE | $1,926 | $3,411-43.5% | $5,682-66.1% | $4,126-53.3% |
| Admin fee / account holder | $1,830 | $5,950-69.3% | $13,212-86.2% | $5,651-67.6% |