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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 | $78,690-72.8% | $161,489-86.7% | $87,485-75.5% |
| Participation rate | 63.3% | 67.5%-4.1pp | 78.7%-15.4pp | 68.9%-5.6pp |
| Annual return | 14.97% | 32.74%-17.8pp | 89.72%-74.8pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,141 | $2,588-55.9% | $4,268-73.3% | $2,596-56.1% |
| Participant deferral / active EE | $2,149 | $3,311-35.1% | $5,630-61.8% | $4,274-49.7% |
| Admin fee / account holder | $543 | $6,724-91.9% | $16,006-96.6% | $7,775-93.0% |