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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 | $74,535-67.9% | $100,712-76.3% | $82,637-71.1% |
| Participation rate | 57.9% | 61.2%-3.3pp | 69.3%-11.4pp | 68.1%-10.2pp |
| Annual return | 41.15% | 18.92%+22.2pp | 33.27%+7.9pp | 53.51%-12.4pp |
| Employer contribution / active EE | $1,490 | $1,503-0.8% | $2,313-35.6% | $2,552-41.6% |
| Participant deferral / active EE | $2,059 | $3,074-33.0% | $4,085-49.6% | $4,126-50.1% |
| Admin fee / account holder | $1,594 | $6,576-75.8% | $9,256-82.8% | $7,339-78.3% |