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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 | $27,218 | $77,908-65.1% | $149,696-81.8% | $75,173-63.8% |
| Participation rate | 40.6% | 65.6%-25.0pp | 78.8%-38.2pp | 67.2%-26.6pp |
| Annual return | 15.91% | 31.73%-15.8pp | 134.46%-118.5pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1,043 | $3,138-66.7% | $4,821-78.4% | $2,671-60.9% |
| Participant deferral / active EE | $2,752 | $3,411-19.3% | $5,682-51.6% | $4,126-33.3% |
| Admin fee / account holder | $3,103 | $5,950-47.8% | $13,212-76.5% | $5,651-45.1% |