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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 | $18,807 | $91,179-79.4% | $178,499-89.5% | $79,852-76.4% |
| Participation rate | 66.0% | 69.2%-3.2pp | 81.9%-16.0pp | 69.6%-3.7pp |
| Annual return | 19.55% | 24.19%-4.6pp | 151.10%-131.6pp | 31.72%-12.2pp |
| Employer contribution / active EE | $1,280 | $3,256-60.7% | $5,011-74.5% | $2,471-48.2% |
| Participant deferral / active EE | $2,746 | $3,236-15.1% | $5,202-47.2% | $3,740-26.6% |
| Admin fee / account holder | $1,397 | $6,749-79.3% | $13,986-90.0% | $5,306-73.7% |