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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 | $14,564 | $45,343-67.9% | $150,298-90.3% | $67,986-78.6% |
| Participation rate | 39.3% | 51.9%-12.5pp | 77.8%-38.4pp | 57.2%-17.9pp |
| Annual return | 31.44% | 33.28%-1.8pp | 62.79%-31.3pp | 31.67%-0.2pp |
| Employer contribution / active EE | $1,221 | $1,462-16.5% | $4,154-70.6% | $2,019-39.5% |
| Participant deferral / active EE | $1,960 | $2,055-4.6% | $5,453-64.1% | $3,358-41.6% |
| Admin fee / account holder | $2,412 | $2,250+7.2% | $14,116-82.9% | $3,203-24.7% |