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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 | $27,800 | $73,459-62.2% | $178,528-84.4% | $74,429-62.6% |
| Participation rate | 54.8% | 66.5%-11.7pp | 77.1%-22.3pp | 67.2%-12.4pp |
| Annual return | 12.45% | 17.50%-5.0pp | 27.11%-14.7pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $1,086 | $2,219-51.1% | $3,950-72.5% | $2,625-58.6% |
| Participant deferral / active EE | $1,993 | $4,515-55.9% | $6,278-68.3% | $4,348-54.2% |
| Admin fee / account holder | $2,451 | $1,812+35.3% | $10,419-76.5% | $1,944+26.1% |