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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 | $27,974 | $105,929-73.6% | $81,716-65.8% | $158,966-82.4% |
| Participation rate | 60.9% | 75.6%-14.7pp | 72.0%-11.1pp | 82.0%-21.1pp |
| Annual return | 21.50% | 38.19%-16.7pp | 29.49%-8.0pp | 302.95%-281.5pp |
| Employer contribution / active EE | $1,726 | $7,802-77.9% | $4,310-60.0% | $4,762-63.8% |
| Participant deferral / active EE | $2,493 | $13,007-80.8% | $7,108-64.9% | $5,983-58.3% |
| Admin fee / account holder | $450 | $8,492-94.7% | $5,159-91.3% | $11,250-96.0% |