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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 | $28,130 | $77,908-63.9% | $149,696-81.2% | $75,173-62.6% |
| Participation rate | 59.6% | 65.6%-6.0pp | 78.8%-19.2pp | 67.2%-7.6pp |
| Annual return | 18.04% | 31.73%-13.7pp | 134.46%-116.4pp | 160.72%-142.7pp |
| Employer contribution / active EE | $1,592 | $3,138-49.3% | $4,821-67.0% | $2,671-40.4% |
| Participant deferral / active EE | $2,706 | $3,411-20.7% | $5,682-52.4% | $4,126-34.4% |
| Admin fee / account holder | $3,073 | $5,950-48.4% | $13,212-76.7% | $5,651-45.6% |