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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 | $19,524 | $77,638-74.9% | $156,551-87.5% | $62,881-69.0% |
| Participation rate | 69.2% | 71.2%-2.0pp | 84.0%-14.8pp | 69.3%-0.1pp |
| Annual return | 8.37% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $889 | $3,444-74.2% | $5,501-83.8% | $2,281-61.0% |
| Participant deferral / active EE | $1,848 | $3,046-39.3% | $4,871-62.1% | $3,203-42.3% |
| Admin fee / account holder | $3,603 | $5,561-35.2% | $13,028-72.3% | $4,296-16.1% |