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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 | $26,909 | $93,598-71.2% | $135,974-80.2% | $75,173-64.2% |
| Participation rate | 64.3% | 75.2%-10.9pp | 81.9%-17.6pp | 67.2%-2.9pp |
| Annual return | 25.88% | 30.89%-5.0pp | 68.30%-42.4pp | 160.72%-134.8pp |
| Employer contribution / active EE | $1,024 | $3,538-71.1% | $4,859-78.9% | $2,671-61.7% |
| Participant deferral / active EE | $6,645 | $6,405+3.7% | $7,760-14.4% | $4,126+61.0% |
| Admin fee / account holder | $1,826 | $6,978-73.8% | $10,767-83.0% | $5,651-67.7% |