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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 | $24,824 | $84,236-70.5% | $170,435-85.4% | $70,126-64.6% |
| Participation rate | 69.5% | 70.8%-1.4pp | 83.6%-14.1pp | 69.5%-0.1pp |
| Annual return | 12.64% | 23.06%-10.4pp | 205.94%-193.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,048 | $3,387-69.1% | $5,432-80.7% | $2,343-55.3% |
| Participant deferral / active EE | $1,419 | $3,086-54.0% | $4,939-71.3% | $3,332-57.4% |
| Admin fee / account holder | $4,666 | $5,698-18.1% | $13,881-66.4% | $4,645+0.4% |