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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 | $18,808 | $47,944-60.8% | $67,834-72.3% | $62,881-70.1% |
| Participation rate | 58.5% | 61.1%-2.6pp | 68.8%-10.3pp | 69.3%-10.8pp |
| Annual return | 7.42% | 11.77%-4.3pp | 138.47%-131.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,507 | $1,562-3.5% | $2,403-37.3% | $2,281-33.9% |
| Participant deferral / active EE | $1,753 | $2,247-22.0% | $3,160-44.5% | $3,203-45.3% |
| Admin fee / account holder | $2,309 | $3,712-37.8% | $4,622-50.0% | $4,296-46.3% |