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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 | $115,225-79.6% | $100,712-76.7% | $138,895-83.1% |
| Participation rate | 63.6% | 74.3%-10.7pp | 69.3%-5.6pp | 79.9%-16.3pp |
| Annual return | 19.37% | 40.35%-21.0pp | 33.27%-13.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $828 | $2,771-70.1% | $2,313-64.2% | $4,194-80.3% |
| Participant deferral / active EE | $3,124 | $4,699-33.5% | $4,085-23.5% | $6,396-51.2% |
| Admin fee / account holder | $1,672 | $10,844-84.6% | $9,256-81.9% | $12,562-86.7% |