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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 | $26,071 | $106,864-75.6% | $147,318-82.3% | $82,637-68.5% |
| Participation rate | 50.7% | 75.5%-24.8pp | 82.1%-31.3pp | 68.1%-17.3pp |
| Annual return | 26.27% | 27.49%-1.2pp | 70.43%-44.2pp | 53.51%-27.2pp |
| Employer contribution / active EE | $1,870 | $3,417-45.3% | $4,593-59.3% | $2,552-26.7% |
| Participant deferral / active EE | $3,005 | $6,496-53.7% | $7,906-62.0% | $4,126-27.2% |
| Admin fee / account holder | $3,142 | $8,415-62.7% | $13,708-77.1% | $7,339-57.2% |