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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 | $17,429 | $76,407-77.2% | $150,298-88.4% | $82,448-78.9% |
| Participation rate | 61.9% | 66.4%-4.5pp | 77.8%-15.9pp | 68.1%-6.2pp |
| Annual return | 20.22% | 39.99%-19.8pp | 62.79%-42.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $332 | $2,614-87.3% | $4,154-92.0% | $2,551-87.0% |
| Participant deferral / active EE | $2,468 | $3,214-23.2% | $5,453-54.7% | $4,139-40.4% |
| Admin fee / account holder | $849 | $6,352-86.6% | $14,116-94.0% | $7,234-88.3% |