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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 | $19,913 | $62,672-68.2% | $185,117-89.2% | $70,126-71.6% |
| Participation rate | 55.4% | 63.8%-8.4pp | 77.3%-21.9pp | 69.5%-14.1pp |
| Annual return | 19.62% | 40.79%-21.2pp | 40.50%-20.9pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,410 | $1,753-19.6% | $4,182-66.3% | $2,343-39.8% |
| Participant deferral / active EE | $2,241 | $3,272-31.5% | $5,045-55.6% | $3,332-32.7% |
| Admin fee / account holder | $1,461 | $3,932-62.8% | $8,159-82.1% | $4,645-68.6% |