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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 | $23,939 | $77,472-69.1% | $100,392-76.2% | $80,935-70.4% |
| Participation rate | 67.4% | 76.9%-9.6pp | 81.5%-14.1pp | 67.7%-0.3pp |
| Annual return | 22.11% | 37.26%-15.2pp | 49.45%-27.3pp | 35.66%-13.5pp |
| Employer contribution / active EE | $1,283 | $2,800-54.2% | $3,941-67.5% | $2,757-53.5% |
| Participant deferral / active EE | $3,455 | $6,818-49.3% | $8,090-57.3% | $4,299-19.6% |
| Admin fee / account holder | $1,456 | $5,885-75.3% | $7,904-81.6% | $6,924-79.0% |