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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 | $27,650 | $98,776-72.0% | $149,745-81.5% | $79,856-65.4% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.5%-26.9pp | 69.6%-14.1pp |
| Annual return | 18.79% | 27.38%-8.6pp | 276.72%-257.9pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,220 | $3,217-62.1% | $4,646-73.7% | $2,471-50.6% |
| Participant deferral / active EE | $3,490 | $5,681-38.6% | $6,843-49.0% | $3,741-6.7% |
| Admin fee / account holder | $3,415 | $6,053-43.6% | $9,312-63.3% | $5,306-35.7% |