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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 | $61,163 | $78,670-22.3% | $109,173-44.0% | $85,847-28.8% |
| Participation rate | 28.6% | 68.3%-39.7pp | 75.9%-47.3pp | 69.3%-40.7pp |
| Annual return | 26.79% | 25.09%+1.7pp | 25.75%+1.0pp | 318.61%-291.8pp |
| Employer contribution / active EE | $1,134 | $2,734-58.5% | $3,723-69.5% | $2,565-55.8% |
| Participant deferral / active EE | $2,516 | $3,467-27.4% | $4,654-45.9% | $3,952-36.3% |
| Admin fee / account holder | $379 | $5,469-93.1% | $6,755-94.4% | $6,261-93.9% |