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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 | $23,320 | $81,262-71.3% | $155,602-85.0% | $80,911-71.2% |
| Participation rate | 63.9% | 66.2%-2.3pp | 78.2%-14.3pp | 67.6%-3.7pp |
| Annual return | 11.59% | 33.34%-21.8pp | 64.81%-53.2pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,159 | $3,102-62.6% | $4,675-75.2% | $2,756-57.9% |
| Participant deferral / active EE | $2,253 | $3,451-34.7% | $5,629-60.0% | $4,297-47.6% |
| Admin fee / account holder | $4,532 | $7,992-43.3% | $15,923-71.5% | $6,935-34.6% |