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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 | $24,401 | $88,996-72.6% | $78,004-68.7% | $138,895-82.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 23.40% | 28.03%-4.6pp | 31.07%-7.7pp | 145.39%-122.0pp |
| Employer contribution / active EE | $2,033 | $2,917-30.3% | $2,469-17.7% | $4,194-51.5% |
| Participant deferral / active EE | $2,978 | $4,724-37.0% | $4,092-27.2% | $6,396-53.4% |
| Admin fee / account holder | $1,281 | $8,807-85.5% | $7,578-83.1% | $12,562-89.8% |