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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 | $18,730 | $59,123-68.3% | $77,183-75.7% | $75,181-75.1% |
| Participation rate | 62.9% | 63.9%-1.0pp | 69.6%-6.7pp | 67.2%-4.3pp |
| Annual return | 30.15% | 26.72%+3.4pp | 37.89%-7.7pp | 160.69%-130.5pp |
| Employer contribution / active EE | $1,176 | $1,996-41.1% | $2,534-53.6% | $2,671-56.0% |
| Participant deferral / active EE | $2,821 | $2,999-5.9% | $3,833-26.4% | $4,126-31.6% |
| Admin fee / account holder | $1,043 | $4,776-78.2% | $5,475-81.0% | $5,650-81.5% |