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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 | $17,805 | $102,245-82.6% | $89,340-80.1% | $137,256-87.0% |
| Participation rate | 68.4% | 74.9%-6.5pp | 69.6%-1.1pp | 80.0%-11.5pp |
| Annual return | 17.35% | 21.89%-4.5pp | 20.57%-3.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,723 | $2,529-31.9% | $2,231-22.8% | $4,156-58.6% |
| Participant deferral / active EE | $2,388 | $4,436-46.2% | $3,823-37.5% | $6,407-62.7% |
| Admin fee / account holder | $1,670 | $8,085-79.3% | $6,704-75.1% | $12,270-86.4% |