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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 | $28,228 | $75,541-62.6% | $152,093-81.4% | $82,637-65.8% |
| Participation rate | 62.5% | 66.5%-4.0pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 15.79% | 32.56%-16.8pp | 66.36%-50.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,399 | $2,622-46.6% | $4,175-66.5% | $2,552-45.2% |
| Participant deferral / active EE | $2,335 | $3,206-27.2% | $5,451-57.2% | $4,126-43.4% |
| Admin fee / account holder | $3,854 | $6,405-39.8% | $14,497-73.4% | $7,339-47.5% |