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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 | $106,974-79.7% | $90,796-76.1% | $138,895-84.4% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.5%-2.8pp | 79.9%-13.3pp |
| Annual return | 18.71% | 20.10%-1.4pp | 19.29%-0.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,201 | $2,609-54.0% | $2,294-47.6% | $4,194-71.4% |
| Participant deferral / active EE | $3,353 | $4,455-24.7% | $3,822-12.3% | $6,396-47.6% |
| Admin fee / account holder | $1,292 | $8,626-85.0% | $7,024-81.6% | $12,562-89.7% |