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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 | $26,143 | $124,980-79.1% | $108,359-75.9% | $154,746-83.1% |
| Participation rate | 58.8% | 75.2%-16.3pp | 70.1%-11.3pp | 80.7%-21.9pp |
| Annual return | 14.47% | 45.00%-30.5pp | 36.89%-22.4pp | 172.34%-157.9pp |
| Employer contribution / active EE | $975 | $2,851-65.8% | $2,399-59.4% | $4,379-77.7% |
| Participant deferral / active EE | $1,315 | $4,743-72.3% | $4,137-68.2% | $6,730-80.5% |
| Admin fee / account holder | $4,217 | $11,502-63.3% | $9,741-56.7% | $14,365-70.6% |