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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 | $15,024 | $61,356-75.5% | $149,696-90.0% | $71,511-79.0% |
| Participation rate | 61.3% | 62.5%-1.2pp | 78.8%-17.5pp | 67.9%-6.6pp |
| Annual return | 22.63% | 35.86%-13.2pp | 134.46%-111.8pp | 28.86%-6.2pp |
| Employer contribution / active EE | $1,213 | $2,382-49.1% | $4,821-74.8% | $2,589-53.2% |
| Participant deferral / active EE | $2,208 | $2,920-24.4% | $5,682-61.1% | $4,291-48.5% |
| Admin fee / account holder | $1,978 | $1,263+56.6% | $13,212-85.0% | $1,588+24.5% |