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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 | $23,627 | $76,407-69.1% | $150,298-84.3% | $82,448-71.3% |
| Participation rate | 55.6% | 66.4%-10.8pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 18.35% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,390 | $2,614-46.8% | $4,154-66.5% | $2,551-45.5% |
| Participant deferral / active EE | $1,695 | $3,214-47.3% | $5,453-68.9% | $4,139-59.1% |
| Admin fee / account holder | $659 | $6,352-89.6% | $14,116-95.3% | $7,234-90.9% |