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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 | $19,193 | $61,125-68.6% | $94,057-79.6% | $87,485-78.1% |
| Participation rate | 37.5% | 64.1%-26.6pp | 73.3%-35.8pp | 68.9%-31.4pp |
| Annual return | 15.33% | 35.20%-19.9pp | 480.62%-465.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $983 | $2,136-54.0% | $2,933-66.5% | $2,596-62.2% |
| Participant deferral / active EE | $2,183 | $3,260-33.1% | $4,709-53.7% | $4,274-48.9% |
| Admin fee / account holder | $9,011 | $5,629+60.1% | $7,244+24.4% | $7,775+15.9% |