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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 | $28,248 | $124,980-77.4% | $108,359-73.9% | $154,746-81.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 18.85% | 45.00%-26.1pp | 36.89%-18.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,294 | $2,851-54.6% | $2,399-46.1% | $4,379-70.4% |
| Participant deferral / active EE | $1,632 | $4,743-65.6% | $4,137-60.5% | $6,730-75.7% |
| Admin fee / account holder | $1,604 | $11,502-86.1% | $9,741-83.5% | $14,365-88.8% |