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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 | $20,950 | $64,705-67.6% | $62,929-66.7% | $67,986-69.2% |
| Participation rate | 53.2% | 65.6%-12.4pp | 73.1%-20.0pp | 57.2%-4.1pp |
| Annual return | 21.53% | 20.31%+1.2pp | 1063.93%-1042.4pp | 31.67%-10.1pp |
| Employer contribution / active EE | $1,022 | $2,376-57.0% | $2,505-59.2% | $2,019-49.4% |
| Participant deferral / active EE | $1,799 | $3,198-43.8% | $3,888-53.7% | $3,358-46.4% |
| Admin fee / account holder | $568 | $1,428-60.2% | $5,065-88.8% | $3,203-82.3% |