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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 | $23,098 | $93,598-75.3% | $135,974-83.0% | $75,173-69.3% |
| Participation rate | 54.1% | 75.2%-21.1pp | 81.9%-27.9pp | 67.2%-13.1pp |
| Annual return | 15.89% | 30.89%-15.0pp | 68.30%-52.4pp | 160.72%-144.8pp |
| Employer contribution / active EE | $951 | $3,538-73.1% | $4,859-80.4% | $2,671-64.4% |
| Participant deferral / active EE | $3,022 | $6,405-52.8% | $7,760-61.1% | $4,126-26.8% |
| Admin fee / account holder | $716 | $6,978-89.7% | $10,767-93.3% | $5,651-87.3% |