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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 | $20,751 | $124,425-83.3% | $112,040-81.5% | $137,256-84.9% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 25.99% | 24.72%+1.3pp | 24.52%+1.5pp | 220.34%-194.3pp |
| Employer contribution / active EE | $1,611 | $3,411-52.8% | $2,954-45.5% | $4,156-61.2% |
| Participant deferral / active EE | $2,579 | $5,718-54.9% | $5,098-49.4% | $6,407-59.7% |
| Admin fee / account holder | $491 | $15,207-96.8% | $12,098-95.9% | $12,270-96.0% |