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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 | $29,083 | $93,598-68.9% | $135,974-78.6% | $75,173-61.3% |
| Participation rate | 38.4% | 75.2%-36.8pp | 81.9%-43.6pp | 67.2%-28.8pp |
| Annual return | 26.08% | 30.89%-4.8pp | 68.30%-42.2pp | 160.72%-134.6pp |
| Employer contribution / active EE | $1,023 | $3,538-71.1% | $4,859-78.9% | $2,671-61.7% |
| Participant deferral / active EE | $7,532 | $6,405+17.6% | $7,760-2.9% | $4,126+82.5% |
| Admin fee / account holder | $4,441 | $6,978-36.4% | $10,767-58.8% | $5,651-21.4% |