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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 | $22,222 | $76,551-71.0% | $123,894-82.1% | $62,881-64.7% |
| Participation rate | 67.9% | 73.0%-5.0pp | 81.4%-13.5pp | 69.3%-1.4pp |
| Annual return | 10.67% | 18.68%-8.0pp | 47.52%-36.8pp | 20.14%-9.5pp |
| Employer contribution / active EE | $854 | $2,882-70.4% | $4,617-81.5% | $2,281-62.6% |
| Participant deferral / active EE | $3,382 | $4,840-30.1% | $5,984-43.5% | $3,203+5.6% |
| Admin fee / account holder | $2,556 | $4,826-47.0% | $8,357-69.4% | $4,296-40.5% |