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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 | $28,579 | $126,661-77.4% | $113,397-74.8% | $138,895-79.4% |
| Participation rate | 53.8% | 79.4%-25.6pp | 76.5%-22.7pp | 79.9%-26.1pp |
| Annual return | 15.42% | 25.05%-9.6pp | 23.20%-7.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,787 | $3,456-48.3% | $2,977-40.0% | $4,194-57.4% |
| Participant deferral / active EE | $3,983 | $5,693-30.0% | $5,076-21.5% | $6,396-37.7% |
| Admin fee / account holder | $9,886 | $14,549-32.1% | $11,957-17.3% | $12,562-21.3% |