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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 | $18,978 | $76,407-75.2% | $150,298-87.4% | $82,448-77.0% |
| Participation rate | 64.5% | 66.4%-1.9pp | 77.8%-13.2pp | 68.1%-3.6pp |
| Annual return | 39.13% | 39.99%-0.9pp | 62.79%-23.7pp | 41.64%-2.5pp |
| Employer contribution / active EE | $1,631 | $2,614-37.6% | $4,154-60.7% | $2,551-36.1% |
| Participant deferral / active EE | $2,522 | $3,214-21.5% | $5,453-53.7% | $4,139-39.1% |
| Admin fee / account holder | $1,524 | $6,352-76.0% | $14,116-89.2% | $7,234-78.9% |