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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 | $23,489 | $112,729-79.2% | $98,716-76.2% | $137,256-82.9% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.3%-5.7pp | 80.0%-16.3pp |
| Annual return | 19.37% | 38.48%-19.1pp | 31.81%-12.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $828 | $2,725-69.6% | $2,279-63.7% | $4,156-80.1% |
| Participant deferral / active EE | $3,124 | $4,640-32.7% | $4,048-22.8% | $6,407-51.2% |
| Admin fee / account holder | $1,672 | $10,129-83.5% | $8,703-80.8% | $12,270-86.4% |