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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 | $28,863 | $87,733-67.1% | $106,555-72.9% | $85,847-66.4% |
| Participation rate | 63.3% | 71.9%-8.7pp | 76.1%-12.9pp | 69.3%-6.1pp |
| Annual return | 17.32% | 21.86%-4.5pp | 26.80%-9.5pp | 318.61%-301.3pp |
| Employer contribution / active EE | $1,221 | $2,073-41.1% | $2,819-56.7% | $2,565-52.4% |
| Participant deferral / active EE | $2,668 | $3,469-23.1% | $4,399-39.4% | $3,952-32.5% |
| Admin fee / account holder | $1,378 | $6,767-79.6% | $7,408-81.4% | $6,261-78.0% |