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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 | $18,796 | $69,273-72.9% | $90,796-79.3% | $82,637-77.3% |
| Participation rate | 53.0% | 64.0%-11.0pp | 69.5%-16.5pp | 68.1%-15.0pp |
| Annual return | 32.42% | 18.37%+14.0pp | 19.29%+13.1pp | 53.51%-21.1pp |
| Employer contribution / active EE | $1,250 | $1,865-33.0% | $2,294-45.5% | $2,552-51.0% |
| Participant deferral / active EE | $1,974 | $3,047-35.2% | $3,822-48.3% | $4,126-52.2% |
| Admin fee / account holder | $956 | $5,511-82.7% | $7,024-86.4% | $7,339-87.0% |