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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 | $18,043 | $55,713-67.6% | $75,901-76.2% | $72,975-75.3% |
| Participation rate | 37.1% | 61.1%-24.0pp | 69.3%-32.1pp | 69.5%-32.3pp |
| Annual return | 19.26% | 27.60%-8.3pp | 30.76%-11.5pp | 81.01%-61.8pp |
| Employer contribution / active EE | $2,448 | $1,687+45.1% | $2,501-2.1% | $2,440+0.3% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,458 | $3,980-13.1% | $5,420-36.2% | $5,124-32.5% |