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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 | $21,461 | $61,166-64.9% | $185,849-88.5% | $79,391-73.0% |
| Participation rate | 54.9% | 66.6%-11.7pp | 81.7%-26.8pp | 70.7%-15.8pp |
| Annual return | 15.71% | 19.45%-3.7pp | 122.10%-106.4pp | 116.88%-101.2pp |
| Employer contribution / active EE | $1,984 | $2,321-14.5% | $5,169-61.6% | $2,428-18.3% |
| Participant deferral / active EE | $2,389 | $2,789-14.3% | $5,569-57.1% | $4,046-40.9% |
| Admin fee / account holder | $398 | $710-43.9% | $16,244-97.5% | $627-36.4% |