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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 | $102,245-73.6% | $89,340-69.8% | $137,256-80.3% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 18.11% | 21.89%-3.8pp | 20.57%-2.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,853 | $2,529-26.7% | $2,231-16.9% | $4,156-55.4% |
| Participant deferral / active EE | $3,410 | $4,436-23.1% | $3,823-10.8% | $6,407-46.8% |
| Admin fee / account holder | $3,766 | $8,085-53.4% | $6,704-43.8% | $12,270-69.3% |