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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 | $20,061 | $96,491-79.2% | $75,894-73.6% | $152,885-86.9% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.3%-6.8pp | 82.5%-20.0pp |
| Annual return | 25.21% | 33.98%-8.8pp | 30.76%-5.5pp | 345.39%-320.2pp |
| Employer contribution / active EE | $595 | $3,310-82.0% | $2,501-76.2% | $4,763-87.5% |
| Participant deferral / active EE | $3,245 | $4,553-28.7% | $3,603-9.9% | $5,851-44.5% |
| Admin fee / account holder | $459 | $8,079-94.3% | $5,420-91.5% | $11,598-96.0% |