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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 | $25,980 | $84,236-69.2% | $170,435-84.8% | $70,126-63.0% |
| Participation rate | 59.6% | 70.8%-11.2pp | 83.6%-23.9pp | 69.5%-9.9pp |
| Annual return | 19.91% | 23.06%-3.1pp | 205.94%-186.0pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,366 | $3,387-59.7% | $5,432-74.9% | $2,343-41.7% |
| Participant deferral / active EE | $2,814 | $3,086-8.8% | $4,939-43.0% | $3,332-15.5% |
| Admin fee / account holder | $4,357 | $5,698-23.5% | $13,881-68.6% | $4,645-6.2% |