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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 | $20,193 | $70,684-71.4% | $169,390-88.1% | $75,173-73.1% |
| Participation rate | 56.3% | 64.8%-8.6pp | 77.2%-20.9pp | 67.2%-11.0pp |
| Annual return | 18.32% | 36.38%-18.1pp | 406.07%-387.7pp | 160.72%-142.4pp |
| Employer contribution / active EE | $1,501 | $2,211-32.1% | $4,013-62.6% | $2,671-43.8% |
| Participant deferral / active EE | $2,503 | $4,310-41.9% | $6,222-59.8% | $4,126-39.3% |
| Admin fee / account holder | $2,291 | $5,404-57.6% | $9,015-74.6% | $5,651-59.5% |