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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 | $23,311 | $76,407-69.5% | $150,298-84.5% | $82,448-71.7% |
| Participation rate | 61.2% | 66.4%-5.2pp | 77.8%-16.6pp | 68.1%-6.9pp |
| Annual return | 20.34% | 39.99%-19.7pp | 62.79%-42.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $425 | $2,614-83.7% | $4,154-89.8% | $2,551-83.3% |
| Participant deferral / active EE | $3,072 | $3,214-4.4% | $5,453-43.7% | $4,139-25.8% |
| Admin fee / account holder | $3,680 | $6,352-42.1% | $14,116-73.9% | $7,234-49.1% |