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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 | $25,371 | $106,749-76.2% | $145,433-82.6% | $82,448-69.2% |
| Participation rate | 54.5% | 75.6%-21.1pp | 82.1%-27.6pp | 68.1%-13.5pp |
| Annual return | 21.14% | 27.59%-6.5pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,445 | $3,444-58.0% | $4,554-68.3% | $2,551-43.4% |
| Participant deferral / active EE | $2,688 | $6,519-58.8% | $7,897-66.0% | $4,139-35.1% |
| Admin fee / account holder | $342 | $8,390-95.9% | $13,129-97.4% | $7,234-95.3% |