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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 | $21,722 | $76,407-71.6% | $150,298-85.5% | $82,448-73.7% |
| Participation rate | 62.0% | 66.4%-4.4pp | 77.8%-15.8pp | 68.1%-6.1pp |
| Annual return | 20.41% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.2pp |
| Employer contribution / active EE | $2,648 | $2,614+1.3% | $4,154-36.2% | $2,551+3.8% |
| Participant deferral / active EE | $3,162 | $3,214-1.6% | $5,453-42.0% | $4,139-23.6% |
| Admin fee / account holder | $3,645 | $6,352-42.6% | $14,116-74.2% | $7,234-49.6% |