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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 | $19,841 | $76,407-74.0% | $150,298-86.8% | $82,448-75.9% |
| Participation rate | 58.1% | 66.4%-8.3pp | 77.8%-19.7pp | 68.1%-10.0pp |
| Annual return | 23.51% | 39.99%-16.5pp | 62.79%-39.3pp | 41.64%-18.1pp |
| Employer contribution / active EE | $415 | $2,614-84.1% | $4,154-90.0% | $2,551-83.7% |
| Participant deferral / active EE | $3,164 | $3,214-1.6% | $5,453-42.0% | $4,139-23.6% |
| Admin fee / account holder | $517 | $6,352-91.9% | $14,116-96.3% | $7,234-92.9% |