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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 | $25,403 | $64,359-60.5% | $90,161-71.8% | $70,126-63.8% |
| Participation rate | 60.3% | 70.4%-10.2pp | 76.9%-16.6pp | 69.5%-9.3pp |
| Annual return | 18.52% | 28.13%-9.6pp | 34.89%-16.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,278 | $2,046-37.5% | $3,318-61.5% | $2,343-45.5% |
| Participant deferral / active EE | $3,460 | $4,389-21.2% | $5,287-34.6% | $3,332+3.8% |
| Admin fee / account holder | $1,424 | $3,945-63.9% | $5,943-76.0% | $4,645-69.3% |