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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 | $23,119 | $124,425-81.4% | $112,040-79.4% | $137,256-83.2% |
| Participation rate | 65.0% | 79.3%-14.3pp | 76.5%-11.5pp | 80.0%-15.0pp |
| Annual return | 16.43% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,870 | $3,411-45.2% | $2,954-36.7% | $4,156-55.0% |
| Participant deferral / active EE | $3,803 | $5,718-33.5% | $5,098-25.4% | $6,407-40.6% |
| Admin fee / account holder | $1,100 | $15,207-92.8% | $12,098-90.9% | $12,270-91.0% |