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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 | $27,184 | $106,749-74.5% | $145,433-81.3% | $82,448-67.0% |
| Participation rate | 54.1% | 75.6%-21.6pp | 82.1%-28.1pp | 68.1%-14.0pp |
| Annual return | 25.42% | 27.59%-2.2pp | 66.58%-41.2pp | 41.64%-16.2pp |
| Employer contribution / active EE | $1,978 | $3,444-42.6% | $4,554-56.6% | $2,551-22.5% |
| Participant deferral / active EE | $2,551 | $6,519-60.9% | $7,897-67.7% | $4,139-38.4% |
| Admin fee / account holder | $1,279 | $8,390-84.8% | $13,129-90.3% | $7,234-82.3% |