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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 | $19,100 | $115,225-83.4% | $100,712-81.0% | $138,895-86.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 15.68% | 40.35%-24.7pp | 33.27%-17.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $612 | $2,771-77.9% | $2,313-73.5% | $4,194-85.4% |
| Participant deferral / active EE | $1,224 | $4,699-74.0% | $4,085-70.0% | $6,396-80.9% |
| Admin fee / account holder | $649 | $10,844-94.0% | $9,256-93.0% | $12,562-94.8% |