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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 | $18,231 | $58,099-68.6% | $76,872-76.3% | $75,173-75.7% |
| Participation rate | 53.4% | 63.9%-10.5pp | 69.6%-16.2pp | 67.2%-13.8pp |
| Annual return | 21.47% | 26.71%-5.2pp | 37.90%-16.4pp | 160.72%-139.3pp |
| Employer contribution / active EE | $1,457 | $1,996-27.0% | $2,533-42.5% | $2,671-45.4% |
| Participant deferral / active EE | $2,572 | $2,999-14.2% | $3,832-32.9% | $4,126-37.7% |
| Admin fee / account holder | $1,478 | $4,778-69.1% | $5,476-73.0% | $5,651-73.8% |