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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 | $26,979 | $91,179-70.4% | $178,499-84.9% | $79,852-66.2% |
| Participation rate | 58.6% | 69.2%-10.6pp | 81.9%-23.3pp | 69.6%-11.0pp |
| Annual return | 14.27% | 24.19%-9.9pp | 151.10%-136.8pp | 31.72%-17.5pp |
| Employer contribution / active EE | $801 | $3,256-75.4% | $5,011-84.0% | $2,471-67.6% |
| Participant deferral / active EE | $1,460 | $3,236-54.9% | $5,202-71.9% | $3,740-61.0% |
| Admin fee / account holder | $1,750 | $6,749-74.1% | $13,986-87.5% | $5,306-67.0% |