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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 | $27,432 | $85,060-67.7% | $70,565-61.1% | $139,487-80.3% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.4%-8.4pp | 80.3%-20.3pp |
| Annual return | 17.22% | 30.39%-13.2pp | 32.79%-15.6pp | 373.84%-356.6pp |
| Employer contribution / active EE | $2,566 | $3,912-34.4% | $2,976-13.8% | $4,755-46.0% |
| Participant deferral / active EE | $6,819 | $5,891+15.7% | $4,568+49.3% | $6,713+1.6% |
| Admin fee / account holder | $766 | $8,932-91.4% | $6,430-88.1% | $11,407-93.3% |