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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 | $19,724 | $115,225-82.9% | $100,712-80.4% | $138,895-85.8% |
| Participation rate | 52.4% | 74.3%-22.0pp | 69.3%-16.9pp | 79.9%-27.5pp |
| Annual return | 23.87% | 40.35%-16.5pp | 33.27%-9.4pp | 145.39%-121.5pp |
| Employer contribution / active EE | $1,293 | $2,771-53.3% | $2,313-44.1% | $4,194-69.2% |
| Participant deferral / active EE | $2,804 | $4,699-40.3% | $4,085-31.4% | $6,396-56.2% |
| Admin fee / account holder | $984 | $10,844-90.9% | $9,256-89.4% | $12,562-92.2% |