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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 | $26,026 | $85,060-69.4% | $70,565-63.1% | $139,487-81.3% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.4%-4.7pp | 80.3%-16.7pp |
| Annual return | 13.67% | 30.39%-16.7pp | 32.79%-19.1pp | 373.84%-360.2pp |
| Employer contribution / active EE | $2,294 | $3,912-41.4% | $2,976-22.9% | $4,755-51.8% |
| Participant deferral / active EE | $3,340 | $5,891-43.3% | $4,568-26.9% | $6,713-50.2% |
| Admin fee / account holder | $2,976 | $8,932-66.7% | $6,430-53.7% | $11,407-73.9% |