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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 | $20,092 | $76,407-73.7% | $150,298-86.6% | $82,448-75.6% |
| Participation rate | 52.5% | 66.4%-13.9pp | 77.8%-25.3pp | 68.1%-15.6pp |
| Annual return | 27.48% | 39.99%-12.5pp | 62.79%-35.3pp | 41.64%-14.2pp |
| Employer contribution / active EE | $1,412 | $2,614-46.0% | $4,154-66.0% | $2,551-44.7% |
| Participant deferral / active EE | $2,676 | $3,214-16.7% | $5,453-50.9% | $4,139-35.3% |
| Admin fee / account holder | $1,927 | $6,352-69.7% | $14,116-86.4% | $7,234-73.4% |