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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 | $17,687 | $94,439-81.3% | $73,658-76.0% | $154,746-88.6% |
| Participation rate | 54.2% | 64.7%-10.5pp | 57.0%-2.9pp | 80.7%-26.5pp |
| Annual return | 19.95% | 28.25%-8.3pp | 29.72%-9.8pp | 172.34%-152.4pp |
| Employer contribution / active EE | $645 | $1,257-48.7% | $1,032-37.6% | $4,379-85.3% |
| Participant deferral / active EE | $2,877 | $2,527+13.8% | $2,062+39.5% | $6,730-57.3% |
| Admin fee / account holder | $462 | $3,843-88.0% | $3,357-86.2% | $14,365-96.8% |