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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 | $19,405 | $81,358-76.1% | $155,556-87.5% | $80,959-76.0% |
| Participation rate | 51.6% | 66.3%-14.7pp | 78.2%-26.6pp | 67.7%-16.1pp |
| Annual return | 60.68% | 33.39%+27.3pp | 64.84%-4.2pp | 35.67%+25.0pp |
| Employer contribution / active EE | $1,171 | $3,106-62.3% | $4,675-74.9% | $2,757-57.5% |
| Participant deferral / active EE | $2,215 | $3,455-35.9% | $5,631-60.7% | $4,300-48.5% |
| Admin fee / account holder | $448 | $7,994-94.4% | $15,885-97.2% | $6,925-93.5% |