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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 | $78,690-70.0% | $161,489-85.4% | $87,485-73.0% |
| Participation rate | 54.1% | 67.5%-13.4pp | 78.7%-24.6pp | 68.9%-14.9pp |
| Annual return | 14.50% | 32.74%-18.2pp | 89.72%-75.2pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,474 | $2,588-43.1% | $4,268-65.5% | $2,596-43.2% |
| Participant deferral / active EE | $3,091 | $3,311-6.6% | $5,630-45.1% | $4,274-27.7% |
| Admin fee / account holder | $4,367 | $6,724-35.1% | $16,006-72.7% | $7,775-43.8% |