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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 | $27,092 | $93,598-71.1% | $135,974-80.1% | $75,173-64.0% |
| Participation rate | 51.9% | 75.2%-23.3pp | 81.9%-30.1pp | 67.2%-15.4pp |
| Annual return | 24.49% | 30.89%-6.4pp | 68.30%-43.8pp | 160.72%-136.2pp |
| Employer contribution / active EE | $1,338 | $3,538-62.2% | $4,859-72.5% | $2,671-49.9% |
| Participant deferral / active EE | $2,656 | $6,405-58.5% | $7,760-65.8% | $4,126-35.6% |
| Admin fee / account holder | $4,537 | $6,978-35.0% | $10,767-57.9% | $5,651-19.7% |