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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 | $23,408 | $88,042-73.4% | $138,135-83.1% | $79,852-70.7% |
| Participation rate | 42.1% | 71.4%-29.3pp | 78.7%-36.6pp | 69.6%-27.5pp |
| Annual return | 19.33% | 20.58%-1.2pp | 20.51%-1.2pp | 31.72%-12.4pp |
| Employer contribution / active EE | $1,620 | $3,103-47.8% | $5,587-71.0% | $2,471-34.5% |
| Participant deferral / active EE | $2,839 | $4,704-39.7% | $6,431-55.9% | $3,740-24.1% |
| Admin fee / account holder | $3,547 | $7,791-54.5% | $11,856-70.1% | $5,306-33.1% |