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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 | $26,668 | $84,953-68.6% | $163,379-83.7% | $82,637-67.7% |
| Participation rate | 62.5% | 65.9%-3.4pp | 76.8%-14.3pp | 68.1%-5.6pp |
| Annual return | 19.20% | 23.07%-3.9pp | 63.41%-44.2pp | 53.51%-34.3pp |
| Employer contribution / active EE | $1,298 | $2,183-40.5% | $3,752-65.4% | $2,552-49.1% |
| Participant deferral / active EE | $2,161 | $4,326-50.0% | $6,282-65.6% | $4,126-47.6% |
| Admin fee / account holder | $581 | $7,921-92.7% | $9,818-94.1% | $7,339-92.1% |