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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 | $27,073 | $117,444-76.9% | $99,479-72.8% | $152,909-82.3% |
| Participation rate | 57.1% | 77.5%-20.4pp | 73.8%-16.7pp | 82.5%-25.3pp |
| Annual return | 31.34% | 31.87%-0.5pp | 30.72%+0.6pp | 345.46%-314.1pp |
| Employer contribution / active EE | $1,027 | $3,014-65.9% | $2,540-59.6% | $4,764-78.4% |
| Participant deferral / active EE | $2,187 | $4,086-46.5% | $3,619-39.6% | $5,851-62.6% |
| Admin fee / account holder | $350 | $7,635-95.4% | $6,253-94.4% | $11,601-97.0% |