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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 | $21,272 | $78,690-73.0% | $161,489-86.8% | $87,485-75.7% |
| Participation rate | 65.0% | 67.5%-2.5pp | 78.7%-13.7pp | 68.9%-3.9pp |
| Annual return | 17.97% | 32.74%-14.8pp | 89.72%-71.8pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,494 | $2,588-42.3% | $4,268-65.0% | $2,596-42.5% |
| Participant deferral / active EE | $3,454 | $3,311+4.3% | $5,630-38.7% | $4,274-19.2% |
| Admin fee / account holder | $1,640 | $6,724-75.6% | $16,006-89.8% | $7,775-78.9% |