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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 | $19,121 | $76,407-75.0% | $150,298-87.3% | $82,448-76.8% |
| Participation rate | 63.0% | 66.4%-3.4pp | 77.8%-14.7pp | 68.1%-5.0pp |
| Annual return | 20.27% | 39.99%-19.7pp | 62.79%-42.5pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,425 | $2,614-45.5% | $4,154-65.7% | $2,551-44.2% |
| Participant deferral / active EE | $2,908 | $3,214-9.5% | $5,453-46.7% | $4,139-29.8% |
| Admin fee / account holder | $2,817 | $6,352-55.6% | $14,116-80.0% | $7,234-61.1% |