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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 | $26,575 | $110,337-75.9% | $102,383-74.0% | $145,877-81.8% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 17.32% | 24.83%-7.5pp | 24.94%-7.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,870 | $4,216-55.6% | $3,870-51.7% | $4,663-59.9% |
| Participant deferral / active EE | $4,317 | $5,621-23.2% | $5,060-14.7% | $6,691-35.5% |
| Admin fee / account holder | $417 | $9,750-95.7% | $8,391-95.0% | $13,402-96.9% |