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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 | $16,423 | $55,713-70.5% | $75,901-78.4% | $72,975-77.5% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.3%-9.3pp | 69.5%-9.5pp |
| Annual return | 45.16% | 27.60%+17.6pp | 30.76%+14.4pp | 81.01%-35.8pp |
| Employer contribution / active EE | $1,628 | $1,687-3.5% | $2,501-34.9% | $2,440-33.3% |
| Participant deferral / active EE | $1,984 | $2,634-24.7% | $3,603-45.0% | $3,608-45.0% |
| Admin fee / account holder | $1,030 | $3,980-74.1% | $5,420-81.0% | $5,124-79.9% |