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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 | $19,650 | $84,236-76.7% | $170,435-88.5% | $70,126-72.0% |
| Participation rate | 64.3% | 70.8%-6.5pp | 83.6%-19.3pp | 69.5%-5.3pp |
| Annual return | 15.27% | 23.06%-7.8pp | 205.94%-190.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $633 | $3,387-81.3% | $5,432-88.3% | $2,343-73.0% |
| Participant deferral / active EE | $1,192 | $3,086-61.4% | $4,939-75.9% | $3,332-64.2% |
| Admin fee / account holder | $3,430 | $5,698-39.8% | $13,881-75.3% | $4,645-26.2% |