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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 | $106,864-76.3% | $147,318-82.8% | $82,637-69.3% |
| Participation rate | 54.5% | 75.5%-21.0pp | 82.1%-27.5pp | 68.1%-13.5pp |
| Annual return | 21.14% | 27.49%-6.4pp | 70.43%-49.3pp | 53.51%-32.4pp |
| Employer contribution / active EE | $1,445 | $3,417-57.7% | $4,593-68.5% | $2,552-43.4% |
| Participant deferral / active EE | $2,688 | $6,496-58.6% | $7,906-66.0% | $4,126-34.8% |
| Admin fee / account holder | $342 | $8,415-95.9% | $13,708-97.5% | $7,339-95.3% |