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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 | $23,898 | $76,834-68.9% | $108,359-77.9% | $87,485-72.7% |
| Participation rate | 57.9% | 61.7%-3.8pp | 70.1%-12.2pp | 68.9%-11.0pp |
| Annual return | 41.15% | 19.09%+22.1pp | 36.89%+4.3pp | 26.06%+15.1pp |
| Employer contribution / active EE | $1,490 | $1,556-4.2% | $2,399-37.9% | $2,596-42.6% |
| Participant deferral / active EE | $2,059 | $3,100-33.6% | $4,137-50.2% | $4,274-51.8% |
| Admin fee / account holder | $1,594 | $6,537-75.6% | $9,741-83.6% | $7,775-79.5% |