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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 | $19,068 | $65,364-70.8% | $92,909-79.5% | $72,975-73.9% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.0%-13.5pp | 69.5%-7.0pp |
| Annual return | 21.87% | 42.11%-20.2pp | 109.44%-87.6pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,484 | $2,594-42.8% | $3,653-59.4% | $2,440-39.2% |
| Participant deferral / active EE | $3,924 | $3,128+25.4% | $4,238-7.4% | $3,608+8.8% |
| Admin fee / account holder | $2,305 | $4,251-45.8% | $5,795-60.2% | $5,124-55.0% |