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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 | $20,001 | $81,331-75.4% | $155,534-87.1% | $80,935-75.3% |
| Participation rate | 56.3% | 66.3%-10.0pp | 78.2%-22.0pp | 67.7%-11.4pp |
| Annual return | 12.97% | 33.37%-20.4pp | 64.92%-51.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,155 | $3,105-62.8% | $4,675-75.3% | $2,757-58.1% |
| Participant deferral / active EE | $1,815 | $3,454-47.4% | $5,630-67.8% | $4,299-57.8% |
| Admin fee / account holder | $3,615 | $7,999-54.8% | $15,900-77.3% | $6,924-47.8% |