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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 | $24,553 | $106,864-77.0% | $147,318-83.3% | $82,637-70.3% |
| Participation rate | 65.2% | 75.5%-10.3pp | 82.1%-16.8pp | 68.1%-2.8pp |
| Annual return | 15.97% | 27.49%-11.5pp | 70.43%-54.5pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,706 | $3,417-50.1% | $4,593-62.9% | $2,552-33.2% |
| Participant deferral / active EE | $3,095 | $6,496-52.4% | $7,906-60.9% | $4,126-25.0% |
| Admin fee / account holder | $1,472 | $8,415-82.5% | $13,708-89.3% | $7,339-79.9% |