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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 | $21,316 | $77,908-72.6% | $149,696-85.8% | $75,173-71.6% |
| Participation rate | 65.4% | 65.6%-0.2pp | 78.8%-13.4pp | 67.2%-1.8pp |
| Annual return | 19.75% | 31.73%-12.0pp | 134.46%-114.7pp | 160.72%-141.0pp |
| Employer contribution / active EE | $1,247 | $3,138-60.2% | $4,821-74.1% | $2,671-53.3% |
| Participant deferral / active EE | $2,505 | $3,411-26.6% | $5,682-55.9% | $4,126-39.3% |
| Admin fee / account holder | $1,149 | $5,950-80.7% | $13,212-91.3% | $5,651-79.7% |