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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 | $26,750 | $93,589-71.4% | $135,942-80.3% | $75,181-64.4% |
| Participation rate | 40.7% | 75.2%-34.5pp | 81.9%-41.2pp | 67.2%-26.5pp |
| Annual return | 24.23% | 30.90%-6.7pp | 68.28%-44.0pp | 160.69%-136.5pp |
| Employer contribution / active EE | $1,837 | $3,537-48.1% | $4,858-62.2% | $2,671-31.2% |
| Participant deferral / active EE | $3,979 | $6,405-37.9% | $7,759-48.7% | $4,126-3.6% |
| Admin fee / account holder | $1,155 | $6,977-83.4% | $10,764-89.3% | $5,650-79.6% |