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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 | $25,641 | $76,407-66.4% | $150,298-82.9% | $82,448-68.9% |
| Participation rate | 57.5% | 66.4%-8.9pp | 77.8%-20.3pp | 68.1%-10.6pp |
| Annual return | 18.00% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,099 | $2,614-58.0% | $4,154-73.5% | $2,551-56.9% |
| Participant deferral / active EE | $3,154 | $3,214-1.9% | $5,453-42.2% | $4,139-23.8% |
| Admin fee / account holder | $597 | $6,352-90.6% | $14,116-95.8% | $7,234-91.8% |