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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 | $19,857 | $75,541-73.7% | $152,093-86.9% | $82,637-76.0% |
| Participation rate | 63.2% | 66.5%-3.4pp | 77.8%-14.6pp | 68.1%-4.9pp |
| Annual return | 22.36% | 32.56%-10.2pp | 66.36%-44.0pp | 53.51%-31.1pp |
| Employer contribution / active EE | $1,515 | $2,622-42.2% | $4,175-63.7% | $2,552-40.6% |
| Participant deferral / active EE | $2,202 | $3,206-31.3% | $5,451-59.6% | $4,126-46.6% |
| Admin fee / account holder | $608 | $6,405-90.5% | $14,497-95.8% | $7,339-91.7% |