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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 | $20,093 | $162,967-87.7% | $135,792-85.2% | $138,895-85.5% |
| Participation rate | 62.5% | 78.3%-15.8pp | 72.6%-10.1pp | 79.9%-17.4pp |
| Annual return | 17.70% | 30.08%-12.4pp | 25.96%-8.3pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,350 | $4,211-67.9% | $3,496-61.4% | $4,194-67.8% |
| Participant deferral / active EE | $3,034 | $5,640-46.2% | $4,759-36.3% | $6,396-52.6% |
| Admin fee / account holder | $320 | $15,306-97.9% | $12,266-97.4% | $12,562-97.5% |