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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 | $26,177 | $78,672-66.7% | $109,163-76.0% | $85,856-69.5% |
| Participation rate | 51.1% | 68.3%-17.2pp | 75.9%-24.8pp | 69.3%-18.2pp |
| Annual return | 15.57% | 25.09%-9.5pp | 25.75%-10.2pp | 318.58%-303.0pp |
| Employer contribution / active EE | $1,378 | $2,734-49.6% | $3,723-63.0% | $2,565-46.3% |
| Participant deferral / active EE | $3,348 | $3,467-3.4% | $4,654-28.1% | $3,952-15.3% |
| Admin fee / account holder | $3,408 | $5,470-37.7% | $6,754-49.5% | $6,261-45.6% |