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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 | $26,181 | $87,166-70.0% | $76,735-65.9% | $137,256-80.9% |
| Participation rate | 34.8% | 74.4%-39.6pp | 69.5%-34.7pp | 80.0%-45.2pp |
| Annual return | 22.18% | 26.50%-4.3pp | 29.77%-7.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,047 | $2,904-64.0% | $2,454-57.3% | $4,156-74.8% |
| Participant deferral / active EE | $2,432 | $4,726-48.5% | $4,088-40.5% | $6,407-62.0% |
| Admin fee / account holder | $3,605 | $8,403-57.1% | $7,189-49.9% | $12,270-70.6% |