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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 | $99,875-75.4% | $146,866-83.3% | $86,983-71.8% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.5%-17.3pp | 69.5%-4.3pp |
| Annual return | 15.97% | 28.10%-12.1pp | 102.85%-86.9pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,706 | $3,224-47.1% | $4,425-61.5% | $2,584-34.0% |
| Participant deferral / active EE | $3,095 | $6,322-51.1% | $7,759-60.1% | $4,194-26.2% |
| Admin fee / account holder | $1,472 | $7,838-81.2% | $13,620-89.2% | $7,856-81.3% |