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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 | $20,392 | $91,179-77.6% | $178,499-88.6% | $79,852-74.5% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 15.29% | 24.19%-8.9pp | 151.10%-135.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $754 | $3,256-76.8% | $5,011-84.9% | $2,471-69.5% |
| Participant deferral / active EE | $2,008 | $3,236-38.0% | $5,202-61.4% | $3,740-46.3% |
| Admin fee / account holder | $5,222 | $6,749-22.6% | $13,986-62.7% | $5,306-1.6% |