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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 | $23,597 | $84,233-72.0% | $170,436-86.2% | $70,131-66.4% |
| Participation rate | 44.4% | 70.8%-26.4pp | 83.6%-39.2pp | 69.5%-25.1pp |
| Annual return | 17.12% | 23.06%-5.9pp | 205.94%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,239 | $3,387-63.4% | $5,433-77.2% | $2,342-47.1% |
| Participant deferral / active EE | $2,105 | $3,086-31.8% | $4,939-57.4% | $3,332-36.8% |
| Admin fee / account holder | $308 | $5,698-94.6% | $13,880-97.8% | $4,645-93.4% |