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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 | $26,454 | $91,198-71.0% | $178,503-85.2% | $79,856-66.9% |
| Participation rate | 57.5% | 69.2%-11.7pp | 81.9%-24.5pp | 69.6%-12.2pp |
| Annual return | 17.98% | 24.20%-6.2pp | 151.12%-133.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,136 | $3,257-65.1% | $5,011-77.3% | $2,471-54.0% |
| Participant deferral / active EE | $1,500 | $3,237-53.6% | $5,202-71.2% | $3,741-59.9% |
| Admin fee / account holder | $1,057 | $6,748-84.3% | $13,987-92.4% | $5,306-80.1% |