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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 | $20,668 | $77,814-73.4% | $158,223-86.9% | $86,983-76.2% |
| Participation rate | 67.2% | 68.4%-1.2pp | 79.2%-12.0pp | 69.5%-2.3pp |
| Annual return | 39.65% | 30.54%+9.1pp | 52.09%-12.4pp | 25.83%+13.8pp |
| Employer contribution / active EE | $1,289 | $2,592-50.3% | $4,109-68.6% | $2,584-50.1% |
| Participant deferral / active EE | $2,923 | $3,270-10.6% | $5,467-46.5% | $4,194-30.3% |
| Admin fee / account holder | $1,700 | $5,879-71.1% | $16,047-89.4% | $7,856-78.4% |