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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 | $22,786 | $124,980-81.8% | $108,359-79.0% | $154,746-85.3% |
| Participation rate | 40.9% | 75.2%-34.3pp | 70.1%-29.2pp | 80.7%-39.8pp |
| Annual return | 21.52% | 45.00%-23.5pp | 36.89%-15.4pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,483 | $2,851-48.0% | $2,399-38.2% | $4,379-66.1% |
| Participant deferral / active EE | $3,410 | $4,743-28.1% | $4,137-17.6% | $6,730-49.3% |
| Admin fee / account holder | $4,696 | $11,502-59.2% | $9,741-51.8% | $14,365-67.3% |