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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 | $25,844 | $165,939-84.4% | $122,354-78.9% | $147,586-82.5% |
| Participation rate | 55.0% | 79.6%-24.6pp | 71.6%-16.6pp | 82.8%-27.8pp |
| Annual return | 21.82% | 34.56%-12.7pp | 30.28%-8.5pp | 578.59%-556.8pp |
| Employer contribution / active EE | $1,057 | $5,754-81.6% | $4,051-73.9% | $4,876-78.3% |
| Participant deferral / active EE | $3,183 | $4,005-20.5% | $3,287-3.2% | $5,439-41.5% |
| Admin fee / account holder | $786 | $7,425-89.4% | $5,479-85.6% | $10,886-92.8% |