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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 | $29,374 | $99,875-70.6% | $146,866-80.0% | $86,983-66.2% |
| Participation rate | 27.8% | 75.8%-48.0pp | 82.5%-54.7pp | 69.5%-41.8pp |
| Annual return | 18.72% | 28.10%-9.4pp | 102.85%-84.1pp | 25.83%-7.1pp |
| Employer contribution / active EE | $1,285 | $3,224-60.2% | $4,425-71.0% | $2,584-50.3% |
| Participant deferral / active EE | $2,306 | $6,322-63.5% | $7,759-70.3% | $4,194-45.0% |
| Admin fee / account holder | $2,455 | $7,838-68.7% | $13,620-82.0% | $7,856-68.8% |