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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 | $27,015 | $103,164-73.8% | $90,259-70.1% | $154,746-82.5% |
| Participation rate | 60.0% | 76.1%-16.1pp | 70.7%-10.7pp | 80.7%-20.7pp |
| Annual return | 18.11% | 19.25%-1.1pp | 18.88%-0.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,853 | $2,532-26.8% | $2,291-19.1% | $4,379-57.7% |
| Participant deferral / active EE | $3,410 | $4,422-22.9% | $3,827-10.9% | $6,730-49.3% |
| Admin fee / account holder | $3,766 | $8,593-56.2% | $7,267-48.2% | $14,365-73.8% |