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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 | $20,532 | $77,901-73.6% | $149,717-86.3% | $75,181-72.7% |
| Participation rate | 64.3% | 65.6%-1.3pp | 78.8%-14.5pp | 67.2%-2.9pp |
| Annual return | 21.80% | 31.73%-9.9pp | 134.41%-112.6pp | 160.69%-138.9pp |
| Employer contribution / active EE | $3,091 | $3,137-1.5% | $4,820-35.9% | $2,671+15.7% |
| Participant deferral / active EE | $1,811 | $3,411-46.9% | $5,682-68.1% | $4,126-56.1% |
| Admin fee / account holder | $1,903 | $5,949-68.0% | $13,213-85.6% | $5,650-66.3% |