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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 | $28,205 | $85,171-66.9% | $172,752-83.7% | $72,975-61.4% |
| Participation rate | 63.3% | 70.1%-6.7pp | 82.6%-19.3pp | 69.5%-6.2pp |
| Annual return | 18.26% | 27.32%-9.1pp | 802.97%-784.7pp | 81.01%-62.8pp |
| Employer contribution / active EE | $1,064 | $3,324-68.0% | $5,144-79.3% | $2,440-56.4% |
| Participant deferral / active EE | $2,170 | $3,260-33.4% | $5,198-58.2% | $3,608-39.8% |
| Admin fee / account holder | $4,570 | $5,880-22.3% | $13,955-67.3% | $5,124-10.8% |