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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 | $22,614 | $151,427-85.1% | $112,860-80.0% | $154,746-85.4% |
| Participation rate | 42.9% | 69.1%-26.3pp | 66.3%-23.5pp | 80.7%-37.8pp |
| Annual return | 63.98% | 30.95%+33.0pp | 35.26%+28.7pp | 172.34%-108.4pp |
| Employer contribution / active EE | $128 | $2,750-95.3% | $2,206-94.2% | $4,379-97.1% |
| Participant deferral / active EE | $657 | $4,285-84.7% | $3,493-81.2% | $6,730-90.2% |
| Admin fee / account holder | $2,163 | $7,369-70.7% | $6,841-68.4% | $14,365-84.9% |