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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 | $25,417 | $76,407-66.7% | $150,298-83.1% | $82,448-69.2% |
| Participation rate | 63.3% | 66.4%-3.1pp | 77.8%-14.4pp | 68.1%-4.7pp |
| Annual return | 18.34% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,050 | $2,614-59.8% | $4,154-74.7% | $2,551-58.8% |
| Participant deferral / active EE | $2,556 | $3,214-20.5% | $5,453-53.1% | $4,139-38.2% |
| Admin fee / account holder | $1,610 | $6,352-74.7% | $14,116-88.6% | $7,234-77.8% |