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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 | $25,088 | $72,027-65.2% | $185,835-86.5% | $79,852-68.6% |
| Participation rate | 62.1% | 65.8%-3.7pp | 78.0%-16.0pp | 69.6%-7.6pp |
| Annual return | 17.25% | 23.13%-5.9pp | 35.96%-18.7pp | 31.72%-14.5pp |
| Employer contribution / active EE | $961 | $1,965-51.1% | $4,087-76.5% | $2,471-61.1% |
| Participant deferral / active EE | $2,278 | $3,780-39.7% | $5,633-59.6% | $3,740-39.1% |
| Admin fee / account holder | $2,248 | $4,513-50.2% | $9,502-76.3% | $5,306-57.6% |