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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 | $28,017 | $106,524-73.7% | $152,301-81.6% | $87,485-68.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.4%-22.4pp | 68.9%-8.9pp |
| Annual return | 22.26% | 26.89%-4.6pp | 80.50%-58.2pp | 26.06%-3.8pp |
| Employer contribution / active EE | $1,648 | $3,371-51.1% | $4,624-64.4% | $2,596-36.5% |
| Participant deferral / active EE | $3,495 | $6,525-46.4% | $8,004-56.3% | $4,274-18.2% |
| Admin fee / account holder | $3,082 | $8,287-62.8% | $14,398-78.6% | $7,775-60.4% |