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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 | $26,525 | $65,395-59.4% | $182,531-85.5% | $72,983-63.7% |
| Participation rate | 51.0% | 65.4%-14.4pp | 78.0%-27.0pp | 69.5%-18.5pp |
| Annual return | 20.26% | 27.68%-7.4pp | 148.57%-128.3pp | 81.01%-60.8pp |
| Employer contribution / active EE | $1,077 | $1,911-43.6% | $4,075-73.6% | $2,440-55.8% |
| Participant deferral / active EE | $1,732 | $3,563-51.4% | $5,525-68.6% | $3,608-52.0% |
| Admin fee / account holder | $361 | $4,245-91.5% | $8,593-95.8% | $5,124-93.0% |