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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 | $19,894 | $63,433-68.6% | $63,803-68.8% | $64,097-69.0% |
| Participation rate | 62.0% | 65.0%-3.0pp | 72.7%-10.7pp | 55.2%+6.8pp |
| Annual return | 14.35% | 20.74%-6.4pp | 543.72%-529.4pp | 34.64%-20.3pp |
| Employer contribution / active EE | $1,246 | $2,332-46.6% | $2,532-50.8% | $1,891-34.1% |
| Participant deferral / active EE | $2,010 | $3,119-35.5% | $3,843-47.7% | $3,080-34.7% |
| Admin fee / account holder | $1,436 | $1,489-3.6% | $5,196-72.4% | $3,454-58.4% |