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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 | $16,716 | $75,541-77.9% | $152,093-89.0% | $82,637-79.8% |
| Participation rate | 58.0% | 66.5%-8.6pp | 77.8%-19.8pp | 68.1%-10.1pp |
| Annual return | 16.27% | 32.56%-16.3pp | 66.36%-50.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,128 | $2,622-57.0% | $4,175-73.0% | $2,552-55.8% |
| Participant deferral / active EE | $1,641 | $3,206-48.8% | $5,451-69.9% | $4,126-60.2% |
| Admin fee / account holder | $1,651 | $6,405-74.2% | $14,497-88.6% | $7,339-77.5% |