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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 | $106,864-73.8% | $147,318-81.0% | $82,637-66.1% |
| Participation rate | 60.0% | 75.5%-15.5pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 22.26% | 27.49%-5.2pp | 70.43%-48.2pp | 53.51%-31.2pp |
| Employer contribution / active EE | $1,648 | $3,417-51.8% | $4,593-64.1% | $2,552-35.4% |
| Participant deferral / active EE | $3,495 | $6,496-46.2% | $7,906-55.8% | $4,126-15.3% |
| Admin fee / account holder | $3,082 | $8,415-63.4% | $13,708-77.5% | $7,339-58.0% |