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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 | $21,126 | $84,236-74.9% | $170,435-87.6% | $70,126-69.9% |
| Participation rate | 47.8% | 70.8%-23.0pp | 83.6%-35.8pp | 69.5%-21.7pp |
| Annual return | 22.62% | 23.06%-0.4pp | 205.94%-183.3pp | 73.15%-50.5pp |
| Employer contribution / active EE | $1,575 | $3,387-53.5% | $5,432-71.0% | $2,343-32.8% |
| Participant deferral / active EE | $3,016 | $3,086-2.3% | $4,939-38.9% | $3,332-9.5% |
| Admin fee / account holder | $448 | $5,698-92.1% | $13,881-96.8% | $4,645-90.4% |