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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 | $18,906 | $63,365-70.2% | $91,994-79.4% | $72,975-74.1% |
| Participation rate | 60.8% | 72.5%-11.7pp | 78.6%-17.9pp | 69.5%-8.7pp |
| Annual return | 31.83% | 35.35%-3.5pp | 69.04%-37.2pp | 81.01%-49.2pp |
| Employer contribution / active EE | $1,985 | $2,116-6.2% | $3,453-42.5% | $2,440-18.6% |
| Participant deferral / active EE | $3,672 | $4,883-24.8% | $5,924-38.0% | $3,608+1.8% |
| Admin fee / account holder | $1,284 | $4,670-72.5% | $7,744-83.4% | $5,124-74.9% |