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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 | $28,145 | $58,848-52.2% | $88,179-68.1% | $82,637-65.9% |
| Participation rate | 57.6% | 57.9%-0.3pp | 69.1%-11.6pp | 68.1%-10.5pp |
| Annual return | 21.02% | 22.76%-1.7pp | 64.97%-44.0pp | 53.51%-32.5pp |
| Employer contribution / active EE | $877 | $1,678-47.7% | $2,549-65.6% | $2,552-65.6% |
| Participant deferral / active EE | $1,798 | $3,124-42.4% | $4,614-61.0% | $4,126-56.4% |
| Admin fee / account holder | $1,557 | $4,795-67.5% | $7,673-79.7% | $7,339-78.8% |