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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 | $21,385 | $77,920-72.6% | $149,723-85.7% | $75,177-71.6% |
| Participation rate | 64.7% | 65.6%-0.9pp | 78.8%-14.1pp | 67.2%-2.5pp |
| Annual return | 15.70% | 31.72%-16.0pp | 134.50%-118.8pp | 160.75%-145.0pp |
| Employer contribution / active EE | $1,257 | $3,138-59.9% | $4,821-73.9% | $2,671-52.9% |
| Participant deferral / active EE | $1,510 | $3,411-55.7% | $5,682-73.4% | $4,126-63.4% |
| Admin fee / account holder | $2,037 | $5,951-65.8% | $13,215-84.6% | $5,651-64.0% |