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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 | $26,536 | $77,814-65.9% | $158,223-83.2% | $86,983-69.5% |
| Participation rate | 55.7% | 68.4%-12.7pp | 79.2%-23.5pp | 69.5%-13.8pp |
| Annual return | 14.10% | 30.54%-16.4pp | 52.09%-38.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $1,592 | $2,592-38.6% | $4,109-61.2% | $2,584-38.4% |
| Participant deferral / active EE | $2,770 | $3,270-15.3% | $5,467-49.3% | $4,194-34.0% |
| Admin fee / account holder | $914 | $5,879-84.5% | $16,047-94.3% | $7,856-88.4% |