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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 | $21,169 | $25,014-15.4% | $69,632-69.6% | $80,959-73.9% |
| Participation rate | 57.1% | 64.2%-7.1pp | 66.4%-9.3pp | 67.7%-10.5pp |
| Annual return | 12.46% | 19.08%-6.6pp | 101.32%-88.9pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,629 | $991+64.4% | $1,708-4.6% | $2,757-40.9% |
| Participant deferral / active EE | $3,104 | $1,840+68.7% | $2,889+7.4% | $4,300-27.8% |
| Admin fee / account holder | $1,090 | $2,491-56.3% | $4,695-76.8% | $6,925-84.3% |