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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 | $18,331 | $84,236-78.2% | $170,435-89.2% | $70,126-73.9% |
| Participation rate | 60.4% | 70.8%-10.4pp | 83.6%-23.2pp | 69.5%-9.1pp |
| Annual return | 18.68% | 23.06%-4.4pp | 205.94%-187.3pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,020 | $3,387-69.9% | $5,432-81.2% | $2,343-56.4% |
| Participant deferral / active EE | $1,513 | $3,086-51.0% | $4,939-69.4% | $3,332-54.6% |
| Admin fee / account holder | $622 | $5,698-89.1% | $13,881-95.5% | $4,645-86.6% |