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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 | $21,708 | $102,245-78.8% | $89,340-75.7% | $137,256-84.2% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 18.71% | 21.89%-3.2pp | 20.57%-1.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,201 | $2,529-52.5% | $2,231-46.2% | $4,156-71.1% |
| Participant deferral / active EE | $3,353 | $4,436-24.4% | $3,823-12.3% | $6,407-47.7% |
| Admin fee / account holder | $1,292 | $8,085-84.0% | $6,704-80.7% | $12,270-89.5% |