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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 | $19,437 | $81,358-76.1% | $155,556-87.5% | $80,959-76.0% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 25.16% | 33.39%-8.2pp | 64.84%-39.7pp | 35.67%-10.5pp |
| Employer contribution / active EE | $1,940 | $3,106-37.6% | $4,675-58.5% | $2,757-29.7% |
| Participant deferral / active EE | $4,285 | $3,455+24.0% | $5,631-23.9% | $4,300-0.4% |
| Admin fee / account holder | $1,683 | $7,994-78.9% | $15,885-89.4% | $6,925-75.7% |