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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 | $26,255 | $76,407-65.6% | $150,298-82.5% | $82,448-68.2% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 18.74% | 39.99%-21.3pp | 62.79%-44.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,381 | $2,614-47.2% | $4,154-66.8% | $2,551-45.9% |
| Participant deferral / active EE | $1,628 | $3,214-49.4% | $5,453-70.1% | $4,139-60.7% |
| Admin fee / account holder | $1,768 | $6,352-72.2% | $14,116-87.5% | $7,234-75.6% |