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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 | $27,436 | $181,062-84.8% | $158,223-82.7% | $155,188-82.3% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 18.52% | 57.39%-38.9pp | 52.09%-33.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,287 | $4,565-71.8% | $4,109-68.7% | $4,248-69.7% |
| Participant deferral / active EE | $2,105 | $6,134-65.7% | $5,467-61.5% | $6,531-67.8% |
| Admin fee / account holder | $8,864 | $18,825-52.9% | $16,047-44.8% | $14,480-38.8% |