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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 | $19,312 | $61,391-68.5% | $149,723-87.1% | $71,529-73.0% |
| Participation rate | 43.2% | 62.5%-19.3pp | 78.8%-35.6pp | 67.9%-24.7pp |
| Annual return | 13.58% | 35.88%-22.3pp | 134.50%-120.9pp | 28.97%-15.4pp |
| Employer contribution / active EE | $1,505 | $2,384-36.9% | $4,821-68.8% | $2,590-41.9% |
| Participant deferral / active EE | $1,565 | $2,921-46.4% | $5,682-72.5% | $4,291-63.5% |
| Admin fee / account holder | $1,278 | $1,264+1.1% | $13,215-90.3% | $1,588-19.6% |