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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 | $41,579 | $68,073-38.9% | $76,080-45.3% | $85,856-51.6% |
| Participation rate | 27.1% | 72.5%-45.4pp | 79.4%-52.4pp | 69.3%-42.2pp |
| Annual return | 13.86% | 19.42%-5.6pp | 42.50%-28.6pp | 318.58%-304.7pp |
| Employer contribution / active EE | $1,027 | $3,209-68.0% | $3,962-74.1% | $2,565-60.0% |
| Participant deferral / active EE | $1,823 | $3,799-52.0% | $4,905-62.8% | $3,952-53.9% |
| Admin fee / account holder | $2,530 | $3,422-26.1% | $4,883-48.2% | $6,261-59.6% |