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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 | $76,407-72.2% | $150,298-85.8% | $82,448-74.2% |
| Participation rate | 65.0% | 66.4%-1.4pp | 77.8%-12.8pp | 68.1%-3.1pp |
| Annual return | 17.97% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,494 | $2,614-42.9% | $4,154-64.0% | $2,551-41.4% |
| Participant deferral / active EE | $3,454 | $3,214+7.4% | $5,453-36.7% | $4,139-16.6% |
| Admin fee / account holder | $1,640 | $6,352-74.2% | $14,116-88.4% | $7,234-77.3% |