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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 | $19,178 | $91,179-79.0% | $178,499-89.3% | $79,852-76.0% |
| Participation rate | 28.6% | 69.2%-40.6pp | 81.9%-53.4pp | 69.6%-41.1pp |
| Annual return | 36.10% | 24.19%+11.9pp | 151.10%-115.0pp | 31.72%+4.4pp |
| Employer contribution / active EE | $472 | $3,256-85.5% | $5,011-90.6% | $2,471-80.9% |
| Participant deferral / active EE | $920 | $3,236-71.6% | $5,202-82.3% | $3,740-75.4% |
| Admin fee / account holder | $568 | $6,749-91.6% | $13,986-95.9% | $5,306-89.3% |