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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 | $23,598 | $77,814-69.7% | $158,223-85.1% | $86,983-72.9% |
| Participation rate | 54.1% | 68.4%-14.4pp | 79.2%-25.1pp | 69.5%-15.5pp |
| Annual return | 14.50% | 30.54%-16.0pp | 52.09%-37.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,474 | $2,592-43.2% | $4,109-64.1% | $2,584-43.0% |
| Participant deferral / active EE | $3,091 | $3,270-5.5% | $5,467-43.5% | $4,194-26.3% |
| Admin fee / account holder | $4,367 | $5,879-25.7% | $16,047-72.8% | $7,856-44.4% |