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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 | $19,857 | $76,407-74.0% | $150,298-86.8% | $82,448-75.9% |
| Participation rate | 63.2% | 66.4%-3.2pp | 77.8%-14.6pp | 68.1%-4.9pp |
| Annual return | 22.36% | 39.99%-17.6pp | 62.79%-40.4pp | 41.64%-19.3pp |
| Employer contribution / active EE | $1,515 | $2,614-42.1% | $4,154-63.5% | $2,551-40.6% |
| Participant deferral / active EE | $2,202 | $3,214-31.5% | $5,453-59.6% | $4,139-46.8% |
| Admin fee / account holder | $608 | $6,352-90.4% | $14,116-95.7% | $7,234-91.6% |