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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 | $20,585 | $45,343-54.6% | $150,298-86.3% | $67,986-69.7% |
| Participation rate | 50.0% | 51.9%-1.9pp | 77.8%-27.8pp | 57.2%-7.2pp |
| Annual return | 24.08% | 33.28%-9.2pp | 62.79%-38.7pp | 31.67%-7.6pp |
| Employer contribution / active EE | $1,388 | $1,462-5.1% | $4,154-66.6% | $2,019-31.3% |
| Participant deferral / active EE | $1,925 | $2,055-6.3% | $5,453-64.7% | $3,358-42.7% |
| Admin fee / account holder | $1,434 | $2,250-36.3% | $14,116-89.8% | $3,203-55.2% |