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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 | $28,036 | $84,953-67.0% | $163,379-82.8% | $82,637-66.1% |
| Participation rate | 59.2% | 65.9%-6.8pp | 76.8%-17.7pp | 68.1%-8.9pp |
| Annual return | 14.19% | 23.07%-8.9pp | 63.41%-49.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,654 | $2,183-24.2% | $3,752-55.9% | $2,552-35.2% |
| Participant deferral / active EE | $2,758 | $4,326-36.3% | $6,282-56.1% | $4,126-33.2% |
| Admin fee / account holder | $1,986 | $7,921-74.9% | $9,818-79.8% | $7,339-72.9% |