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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 | $23,922 | $73,978-67.7% | $96,515-75.2% | $75,173-68.2% |
| Participation rate | 65.3% | 66.4%-1.1pp | 74.3%-9.0pp | 67.2%-1.9pp |
| Annual return | 18.18% | 26.72%-8.5pp | 35.73%-17.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $2,042 | $2,931-30.3% | $3,740-45.4% | $2,671-23.5% |
| Participant deferral / active EE | $2,836 | $3,660-22.5% | $4,880-41.9% | $4,126-31.3% |
| Admin fee / account holder | $2,958 | $5,219-43.3% | $6,735-56.1% | $5,651-47.6% |