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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 | $23,449 | $81,331-71.2% | $155,534-84.9% | $80,935-71.0% |
| Participation rate | 51.0% | 66.3%-15.2pp | 78.2%-27.2pp | 67.7%-16.6pp |
| Annual return | 16.99% | 33.37%-16.4pp | 64.92%-47.9pp | 35.66%-18.7pp |
| Employer contribution / active EE | $678 | $3,105-78.2% | $4,675-85.5% | $2,757-75.4% |
| Participant deferral / active EE | $3,114 | $3,454-9.9% | $5,630-44.7% | $4,299-27.6% |
| Admin fee / account holder | $1,093 | $7,999-86.3% | $15,900-93.1% | $6,924-84.2% |