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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 | $25,991 | $73,978-64.9% | $96,515-73.1% | $75,173-65.4% |
| Participation rate | 40.4% | 66.4%-26.1pp | 74.3%-34.0pp | 67.2%-26.9pp |
| Annual return | 20.11% | 26.72%-6.6pp | 35.73%-15.6pp | 160.72%-140.6pp |
| Employer contribution / active EE | $1,522 | $2,931-48.1% | $3,740-59.3% | $2,671-43.0% |
| Participant deferral / active EE | $2,762 | $3,660-24.5% | $4,880-43.4% | $4,126-33.1% |
| Admin fee / account holder | $1,221 | $5,219-76.6% | $6,735-81.9% | $5,651-78.4% |