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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 | $25,641 | $78,690-67.4% | $161,489-84.1% | $87,485-70.7% |
| Participation rate | 57.5% | 67.5%-10.0pp | 78.7%-21.2pp | 68.9%-11.4pp |
| Annual return | 18.00% | 32.74%-14.7pp | 89.72%-71.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,099 | $2,588-57.5% | $4,268-74.3% | $2,596-57.7% |
| Participant deferral / active EE | $3,154 | $3,311-4.7% | $5,630-44.0% | $4,274-26.2% |
| Admin fee / account holder | $597 | $6,724-91.1% | $16,006-96.3% | $7,775-92.3% |