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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 | $17,488 | $84,236-79.2% | $170,439-89.7% | $70,124-75.1% |
| Participation rate | 56.3% | 70.8%-14.6pp | 83.6%-27.3pp | 69.5%-13.3pp |
| Annual return | 29.18% | 23.06%+6.1pp | 205.94%-176.8pp | 73.14%-44.0pp |
| Employer contribution / active EE | $1,197 | $3,387-64.7% | $5,433-78.0% | $2,342-48.9% |
| Participant deferral / active EE | $1,669 | $3,086-45.9% | $4,939-66.2% | $3,332-49.9% |
| Admin fee / account holder | $840 | $5,698-85.3% | $13,881-93.9% | $4,645-81.9% |