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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 | $106,749-73.8% | $145,433-80.7% | $82,448-66.0% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 22.26% | 27.59%-5.3pp | 66.58%-44.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,648 | $3,444-52.1% | $4,554-63.8% | $2,551-35.4% |
| Participant deferral / active EE | $3,495 | $6,519-46.4% | $7,897-55.7% | $4,139-15.6% |
| Admin fee / account holder | $3,082 | $8,390-63.3% | $13,129-76.5% | $7,234-57.4% |