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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 | $24,931 | $81,358-69.4% | $155,556-84.0% | $80,959-69.2% |
| Participation rate | 61.4% | 66.3%-4.9pp | 78.2%-16.9pp | 67.7%-6.3pp |
| Annual return | 12.53% | 33.39%-20.9pp | 64.84%-52.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,364 | $3,106-56.1% | $4,675-70.8% | $2,757-50.5% |
| Participant deferral / active EE | $3,942 | $3,455+14.1% | $5,631-30.0% | $4,300-8.3% |
| Admin fee / account holder | $1,754 | $7,994-78.1% | $15,885-89.0% | $6,925-74.7% |