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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 | $14,379 | $91,179-84.2% | $178,499-91.9% | $79,852-82.0% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 36.74% | 24.19%+12.6pp | 151.10%-114.4pp | 31.72%+5.0pp |
| Employer contribution / active EE | $536 | $3,256-83.5% | $5,011-89.3% | $2,471-78.3% |
| Participant deferral / active EE | $967 | $3,236-70.1% | $5,202-81.4% | $3,740-74.1% |
| Admin fee / account holder | $308 | $6,749-95.4% | $13,986-97.8% | $5,306-94.2% |