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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 | $27,810 | $106,749-73.9% | $145,433-80.9% | $82,448-66.3% |
| Participation rate | 53.1% | 75.6%-22.6pp | 82.1%-29.1pp | 68.1%-15.0pp |
| Annual return | 20.28% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,419 | $3,444-58.8% | $4,554-68.9% | $2,551-44.4% |
| Participant deferral / active EE | $5,989 | $6,519-8.1% | $7,897-24.2% | $4,139+44.7% |
| Admin fee / account holder | $1,363 | $8,390-83.8% | $13,129-89.6% | $7,234-81.2% |