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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 | $26,141 | $81,358-67.9% | $155,556-83.2% | $80,959-67.7% |
| Participation rate | 60.5% | 66.3%-5.7pp | 78.2%-17.7pp | 67.7%-7.1pp |
| Annual return | 15.05% | 33.39%-18.3pp | 64.84%-49.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,160 | $3,106-30.5% | $4,675-53.8% | $2,757-21.7% |
| Participant deferral / active EE | $2,665 | $3,455-22.9% | $5,631-52.7% | $4,300-38.0% |
| Admin fee / account holder | $2,050 | $7,994-74.4% | $15,885-87.1% | $6,925-70.4% |