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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 | $19,643 | $65,364-69.9% | $92,909-78.9% | $72,975-73.1% |
| Participation rate | 56.4% | 68.3%-11.9pp | 76.0%-19.6pp | 69.5%-13.1pp |
| Annual return | 20.02% | 42.11%-22.1pp | 109.44%-89.4pp | 81.01%-61.0pp |
| Employer contribution / active EE | $1,592 | $2,594-38.7% | $3,653-56.4% | $2,440-34.8% |
| Participant deferral / active EE | $2,842 | $3,128-9.2% | $4,238-32.9% | $3,608-21.2% |
| Admin fee / account holder | $5,818 | $4,251+36.9% | $5,795+0.4% | $5,124+13.5% |