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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 | $21,429 | $76,407-72.0% | $150,298-85.7% | $82,448-74.0% |
| Participation rate | 63.3% | 66.4%-3.1pp | 77.8%-14.4pp | 68.1%-4.7pp |
| Annual return | 14.97% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,141 | $2,614-56.4% | $4,154-72.5% | $2,551-55.3% |
| Participant deferral / active EE | $2,149 | $3,214-33.2% | $5,453-60.6% | $4,139-48.1% |
| Admin fee / account holder | $543 | $6,352-91.4% | $14,116-96.1% | $7,234-92.5% |