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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 | $44,842 | $93,617-52.1% | $135,982-67.0% | $75,177-40.4% |
| Participation rate | 25.9% | 75.2%-49.3pp | 81.9%-56.0pp | 67.2%-41.3pp |
| Annual return | 22.35% | 30.89%-8.5pp | 68.32%-46.0pp | 160.75%-138.4pp |
| Employer contribution / active EE | $1,129 | $3,538-68.1% | $4,859-76.8% | $2,671-57.7% |
| Participant deferral / active EE | $3,161 | $6,406-50.7% | $7,760-59.3% | $4,126-23.4% |
| Admin fee / account holder | $10,031 | $6,980+43.7% | $10,767-6.8% | $5,651+77.5% |