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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 | $17,578 | $107,733-83.7% | $92,985-81.1% | $154,746-88.6% |
| Participation rate | 54.5% | 74.6%-20.0pp | 69.5%-14.9pp | 80.7%-26.2pp |
| Annual return | 27.05% | 30.39%-3.3pp | 27.99%-0.9pp | 172.34%-145.3pp |
| Employer contribution / active EE | $1,564 | $3,126-50.0% | $2,662-41.3% | $4,379-64.3% |
| Participant deferral / active EE | $3,155 | $5,053-37.6% | $4,377-27.9% | $6,730-53.1% |
| Admin fee / account holder | $916 | $11,369-91.9% | $9,463-90.3% | $14,365-93.6% |