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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 | $27,771 | $89,364-68.9% | $141,177-80.3% | $72,983-61.9% |
| Participation rate | 60.7% | 75.1%-14.4pp | 82.5%-21.8pp | 69.5%-8.8pp |
| Annual return | 22.85% | 111.86%-89.0pp | 71.40%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,192 | $3,115-61.7% | $4,736-74.8% | $2,440-51.1% |
| Participant deferral / active EE | $4,460 | $5,419-17.7% | $6,710-33.5% | $3,608+23.6% |
| Admin fee / account holder | $7,366 | $5,959+23.6% | $10,263-28.2% | $5,124+43.8% |