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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 | $16,813 | $76,407-78.0% | $150,298-88.8% | $82,448-79.6% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 48.01% | 39.99%+8.0pp | 62.79%-14.8pp | 41.64%+6.4pp |
| Employer contribution / active EE | $963 | $2,614-63.1% | $4,154-76.8% | $2,551-62.2% |
| Participant deferral / active EE | $3,658 | $3,214+13.8% | $5,453-32.9% | $4,139-11.6% |
| Admin fee / account holder | $556 | $6,352-91.3% | $14,116-96.1% | $7,234-92.3% |