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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 | $25,086 | $91,198-72.5% | $178,503-85.9% | $79,856-68.6% |
| Participation rate | 33.8% | 69.2%-35.5pp | 81.9%-48.2pp | 69.6%-35.9pp |
| Annual return | 12.91% | 24.20%-11.3pp | 151.12%-138.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $496 | $3,257-84.8% | $5,011-90.1% | $2,471-79.9% |
| Participant deferral / active EE | $1,119 | $3,237-65.4% | $5,202-78.5% | $3,741-70.1% |
| Admin fee / account holder | $570 | $6,748-91.6% | $13,987-95.9% | $5,306-89.3% |