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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 | $27,302 | $93,598-70.8% | $135,974-79.9% | $75,173-63.7% |
| Participation rate | 60.4% | 75.2%-14.8pp | 81.9%-21.5pp | 67.2%-6.8pp |
| Annual return | 18.34% | 30.89%-12.5pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $2,115 | $3,538-40.2% | $4,859-56.5% | $2,671-20.8% |
| Participant deferral / active EE | $6,348 | $6,405-0.9% | $7,760-18.2% | $4,126+53.9% |
| Admin fee / account holder | $1,944 | $6,978-72.1% | $10,767-81.9% | $5,651-65.6% |