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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 | $26,237 | $93,598-72.0% | $135,974-80.7% | $75,173-65.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 22.27% | 30.89%-8.6pp | 68.30%-46.0pp | 160.72%-138.5pp |
| Employer contribution / active EE | $1,947 | $3,538-45.0% | $4,859-59.9% | $2,671-27.1% |
| Participant deferral / active EE | $3,766 | $6,405-41.2% | $7,760-51.5% | $4,126-8.7% |
| Admin fee / account holder | $2,355 | $6,978-66.2% | $10,767-78.1% | $5,651-58.3% |