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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 | $21,326 | $65,395-67.4% | $182,558-88.3% | $72,976-70.8% |
| Participation rate | 55.4% | 65.4%-10.1pp | 78.0%-22.6pp | 69.5%-14.1pp |
| Annual return | 25.18% | 27.68%-2.5pp | 148.59%-123.4pp | 81.02%-55.8pp |
| Employer contribution / active EE | $1,292 | $1,911-32.4% | $4,076-68.3% | $2,440-47.1% |
| Participant deferral / active EE | $2,346 | $3,563-34.2% | $5,526-57.5% | $3,608-35.0% |
| Admin fee / account holder | $4,039 | $4,245-4.8% | $8,594-53.0% | $5,124-21.2% |