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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 | $19,991 | $91,179-78.1% | $178,499-88.8% | $79,852-75.0% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 13.28% | 24.19%-10.9pp | 151.10%-137.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $732 | $3,256-77.5% | $5,011-85.4% | $2,471-70.4% |
| Participant deferral / active EE | $1,453 | $3,236-55.1% | $5,202-72.1% | $3,740-61.1% |
| Admin fee / account holder | $329 | $6,749-95.1% | $13,986-97.6% | $5,306-93.8% |