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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 | $24,497 | $124,980-80.4% | $108,359-77.4% | $154,746-84.2% |
| Participation rate | 55.6% | 75.2%-19.6pp | 70.1%-14.6pp | 80.7%-25.1pp |
| Annual return | 22.56% | 45.00%-22.4pp | 36.89%-14.3pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,086 | $2,851-61.9% | $2,399-54.8% | $4,379-75.2% |
| Participant deferral / active EE | $1,876 | $4,743-60.4% | $4,137-54.6% | $6,730-72.1% |
| Admin fee / account holder | $2,032 | $11,502-82.3% | $9,741-79.1% | $14,365-85.9% |