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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 | $20,577 | $102,245-79.9% | $89,340-77.0% | $137,256-85.0% |
| Participation rate | 33.3% | 74.9%-41.6pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 24.70% | 21.89%+2.8pp | 20.57%+4.1pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,046 | $2,529-58.6% | $2,231-53.1% | $4,156-74.8% |
| Participant deferral / active EE | $3,995 | $4,436-10.0% | $3,823+4.5% | $6,407-37.7% |
| Admin fee / account holder | $1,726 | $8,085-78.7% | $6,704-74.3% | $12,270-85.9% |