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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 | $19,710 | $77,901-74.7% | $149,717-86.8% | $75,181-73.8% |
| Participation rate | 51.9% | 65.6%-13.7pp | 78.8%-26.9pp | 67.2%-15.3pp |
| Annual return | 24.10% | 31.73%-7.6pp | 134.41%-110.3pp | 160.69%-136.6pp |
| Employer contribution / active EE | $1,486 | $3,137-52.6% | $4,820-69.2% | $2,671-44.4% |
| Participant deferral / active EE | $2,559 | $3,411-25.0% | $5,682-55.0% | $4,126-38.0% |
| Admin fee / account holder | $1,283 | $5,949-78.4% | $13,213-90.3% | $5,650-77.3% |