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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 | $20,177 | $84,236-76.0% | $170,435-88.2% | $70,126-71.2% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 19.03% | 23.06%-4.0pp | 205.94%-186.9pp | 73.15%-54.1pp |
| Employer contribution / active EE | $1,273 | $3,387-62.4% | $5,432-76.6% | $2,343-45.6% |
| Participant deferral / active EE | $2,059 | $3,086-33.3% | $4,939-58.3% | $3,332-38.2% |
| Admin fee / account holder | $2,462 | $5,698-56.8% | $13,881-82.3% | $4,645-47.0% |