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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 | $26,955 | $93,589-71.2% | $135,942-80.2% | $75,181-64.1% |
| Participation rate | 59.8% | 75.2%-15.4pp | 81.9%-22.1pp | 67.2%-7.4pp |
| Annual return | 23.01% | 30.90%-7.9pp | 68.28%-45.3pp | 160.69%-137.7pp |
| Employer contribution / active EE | $1,013 | $3,537-71.3% | $4,858-79.1% | $2,671-62.0% |
| Participant deferral / active EE | $5,857 | $6,405-8.6% | $7,759-24.5% | $4,126+42.0% |
| Admin fee / account holder | $8,207 | $6,977+17.6% | $10,764-23.8% | $5,650+45.3% |