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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 | $19,225 | $124,425-84.5% | $112,040-82.8% | $137,256-86.0% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 18.57% | 24.72%-6.1pp | 24.52%-5.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,286 | $3,411-62.3% | $2,954-56.5% | $4,156-69.1% |
| Participant deferral / active EE | $6,090 | $5,718+6.5% | $5,098+19.5% | $6,407-5.0% |
| Admin fee / account holder | $2,739 | $15,207-82.0% | $12,098-77.4% | $12,270-77.7% |