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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 | $19,649 | $84,233-76.7% | $170,436-88.5% | $70,131-72.0% |
| Participation rate | 55.6% | 70.8%-15.3pp | 83.6%-28.0pp | 69.5%-14.0pp |
| Annual return | 24.70% | 23.06%+1.6pp | 205.94%-181.2pp | 73.14%-48.4pp |
| Employer contribution / active EE | $1,539 | $3,387-54.6% | $5,433-71.7% | $2,342-34.3% |
| Participant deferral / active EE | $1,861 | $3,086-39.7% | $4,939-62.3% | $3,332-44.1% |
| Admin fee / account holder | $707 | $5,698-87.6% | $13,880-94.9% | $4,645-84.8% |