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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 | $22,456 | $84,236-73.3% | $170,435-86.8% | $70,126-68.0% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 24.93% | 23.06%+1.9pp | 205.94%-181.0pp | 73.15%-48.2pp |
| Employer contribution / active EE | $1,518 | $3,387-55.2% | $5,432-72.1% | $2,343-35.2% |
| Participant deferral / active EE | $3,046 | $3,086-1.3% | $4,939-38.3% | $3,332-8.6% |
| Admin fee / account holder | $452 | $5,698-92.1% | $13,881-96.7% | $4,645-90.3% |