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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 | $63,433-67.0% | $63,803-67.2% | $64,097-67.3% |
| Participation rate | 53.2% | 65.0%-11.9pp | 72.7%-19.6pp | 55.2%-2.0pp |
| Annual return | 21.53% | 20.74%+0.8pp | 543.72%-522.2pp | 34.64%-13.1pp |
| Employer contribution / active EE | $1,022 | $2,332-56.2% | $2,532-59.6% | $1,891-46.0% |
| Participant deferral / active EE | $1,799 | $3,119-42.3% | $3,843-53.2% | $3,080-41.6% |
| Admin fee / account holder | $568 | $1,489-61.9% | $5,196-89.1% | $3,454-83.6% |