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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 | $19,139 | $107,733-82.2% | $92,985-79.4% | $154,746-87.6% |
| Participation rate | 62.5% | 74.6%-12.1pp | 69.5%-7.0pp | 80.7%-18.2pp |
| Annual return | 25.02% | 30.39%-5.4pp | 27.99%-3.0pp | 172.34%-147.3pp |
| Employer contribution / active EE | $1,223 | $3,126-60.9% | $2,662-54.1% | $4,379-72.1% |
| Participant deferral / active EE | $3,354 | $5,053-33.6% | $4,377-23.4% | $6,730-50.2% |
| Admin fee / account holder | $502 | $11,369-95.6% | $9,463-94.7% | $14,365-96.5% |