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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 | $16,680 | $57,541-71.0% | $95,740-82.6% | $75,173-77.8% |
| Participation rate | 51.6% | 62.5%-10.9pp | 72.3%-20.6pp | 67.2%-15.6pp |
| Annual return | 27.65% | 34.93%-7.3pp | 28.41%-0.8pp | 160.72%-133.1pp |
| Employer contribution / active EE | $1,498 | $1,808-17.1% | $2,836-47.2% | $2,671-43.9% |
| Participant deferral / active EE | $2,636 | $3,074-14.2% | $4,244-37.9% | $4,126-36.1% |
| Admin fee / account holder | $390 | $4,099-90.5% | $5,676-93.1% | $5,651-93.1% |