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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 | $23,591 | $61,295-61.5% | $149,682-84.2% | $71,476-67.0% |
| Participation rate | 62.2% | 62.5%-0.3pp | 78.8%-16.6pp | 67.9%-5.7pp |
| Annual return | 21.14% | 35.86%-14.7pp | 134.35%-113.2pp | 28.85%-7.7pp |
| Employer contribution / active EE | $1,162 | $2,380-51.2% | $4,818-75.9% | $2,589-55.1% |
| Participant deferral / active EE | $2,234 | $2,918-23.4% | $5,681-60.7% | $4,290-47.9% |
| Admin fee / account holder | $698 | $1,262-44.7% | $13,210-94.7% | $1,587-56.0% |