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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 | $19,531 | $71,215-72.6% | $93,696-79.2% | $80,935-75.9% |
| Participation rate | 55.6% | 60.4%-4.8pp | 68.7%-13.2pp | 67.7%-12.1pp |
| Annual return | 19.57% | 11.27%+8.3pp | 133.74%-114.2pp | 35.66%-16.1pp |
| Employer contribution / active EE | $1,747 | $1,565+11.6% | $2,422-27.8% | $2,757-36.6% |
| Participant deferral / active EE | $6,809 | $4,037+68.7% | $4,417+54.2% | $4,299+58.4% |
| Admin fee / account holder | $7,947 | $6,958+14.2% | $8,287-4.1% | $6,924+14.8% |