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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 | $51,490 | $93,589-45.0% | $135,942-62.1% | $75,181-31.5% |
| Participation rate | 25.9% | 75.2%-49.3pp | 81.9%-56.0pp | 67.2%-41.3pp |
| Annual return | 21.62% | 30.90%-9.3pp | 68.28%-46.7pp | 160.69%-139.1pp |
| Employer contribution / active EE | $1,028 | $3,537-70.9% | $4,858-78.8% | $2,671-61.5% |
| Participant deferral / active EE | $3,804 | $6,405-40.6% | $7,759-51.0% | $4,126-7.8% |
| Admin fee / account holder | $469 | $6,977-93.3% | $10,764-95.6% | $5,650-91.7% |