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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 | $22,311 | $54,757-59.3% | $90,304-75.3% | $72,975-69.4% |
| Participation rate | 59.5% | 65.2%-5.7pp | 73.3%-13.8pp | 69.5%-10.0pp |
| Annual return | 21.21% | 30.63%-9.4pp | 78.13%-56.9pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,421 | $2,093-32.1% | $2,855-50.2% | $2,440-41.8% |
| Participant deferral / active EE | $3,101 | $2,887+7.4% | $3,885-20.2% | $3,608-14.0% |
| Admin fee / account holder | $3,008 | $3,973-24.3% | $5,354-43.8% | $5,124-41.3% |