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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 | $23,344 | $72,012-67.6% | $185,827-87.4% | $79,858-70.8% |
| Participation rate | 58.7% | 65.8%-7.0pp | 78.0%-19.3pp | 69.6%-10.9pp |
| Annual return | 14.45% | 23.12%-8.7pp | 35.96%-21.5pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,279 | $1,965-34.9% | $4,087-68.7% | $2,471-48.2% |
| Participant deferral / active EE | $1,690 | $3,779-55.3% | $5,633-70.0% | $3,740-54.8% |
| Admin fee / account holder | $4,271 | $4,513-5.4% | $9,502-55.1% | $5,306-19.5% |