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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 | $21,965 | $72,273-69.6% | $101,275-78.3% | $79,856-72.5% |
| Participation rate | 64.0% | 68.5%-4.4pp | 75.8%-11.8pp | 69.6%-5.6pp |
| Annual return | 17.14% | 22.30%-5.2pp | 46.48%-29.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,614 | $2,691-40.0% | $3,660-55.9% | $2,471-34.7% |
| Participant deferral / active EE | $2,688 | $3,282-18.1% | $4,371-38.5% | $3,741-28.1% |
| Admin fee / account holder | $1,943 | $4,401-55.8% | $5,948-67.3% | $5,306-63.4% |