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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 | $23,043 | $78,672-70.7% | $109,163-78.9% | $85,856-73.2% |
| Participation rate | 64.7% | 68.3%-3.6pp | 75.9%-11.2pp | 69.3%-4.6pp |
| Annual return | 15.50% | 25.09%-9.6pp | 25.75%-10.3pp | 318.58%-303.1pp |
| Employer contribution / active EE | $1,530 | $2,734-44.0% | $3,723-58.9% | $2,565-40.4% |
| Participant deferral / active EE | $2,138 | $3,467-38.3% | $4,654-54.1% | $3,952-45.9% |
| Admin fee / account holder | $1,494 | $5,470-72.7% | $6,754-77.9% | $6,261-76.1% |