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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 | $21,646 | $75,541-71.3% | $152,093-85.8% | $82,637-73.8% |
| Participation rate | 66.1% | 66.5%-0.4pp | 77.8%-11.7pp | 68.1%-2.0pp |
| Annual return | 15.16% | 32.56%-17.4pp | 66.36%-51.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,232 | $2,622-53.0% | $4,175-70.5% | $2,552-51.7% |
| Participant deferral / active EE | $2,330 | $3,206-27.3% | $5,451-57.3% | $4,126-43.5% |
| Admin fee / account holder | $3,384 | $6,405-47.2% | $14,497-76.7% | $7,339-53.9% |