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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 | $22,294 | $97,125-77.0% | $86,233-74.1% | $137,256-83.8% |
| Participation rate | 35.0% | 74.2%-39.2pp | 69.0%-34.0pp | 80.0%-45.0pp |
| Annual return | 17.92% | 74.19%-56.3pp | 61.39%-43.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,408 | $2,841-50.4% | $2,504-43.8% | $4,156-66.1% |
| Participant deferral / active EE | $1,915 | $5,180-63.0% | $4,559-58.0% | $6,407-70.1% |
| Admin fee / account holder | $929 | $9,725-90.5% | $8,342-88.9% | $12,270-92.4% |