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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 | $23,021 | $123,155-81.3% | $108,753-78.8% | $155,188-85.2% |
| Participation rate | 62.5% | 75.6%-13.1pp | 71.1%-8.6pp | 80.8%-18.3pp |
| Annual return | 10.54% | 44.73%-34.2pp | 37.47%-26.9pp | 148.84%-138.3pp |
| Employer contribution / active EE | $1,448 | $2,811-48.5% | $2,427-40.3% | $4,248-65.9% |
| Participant deferral / active EE | $3,261 | $4,623-29.5% | $4,115-20.7% | $6,531-50.1% |
| Admin fee / account holder | $8,430 | $12,126-30.5% | $10,320-18.3% | $14,480-41.8% |