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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 | $25,425 | $93,617-72.8% | $135,982-81.3% | $75,177-66.2% |
| Participation rate | 56.8% | 75.2%-18.4pp | 81.9%-25.1pp | 67.2%-10.4pp |
| Annual return | 23.12% | 30.89%-7.8pp | 68.32%-45.2pp | 160.75%-137.6pp |
| Employer contribution / active EE | $1,134 | $3,538-68.0% | $4,859-76.7% | $2,671-57.6% |
| Participant deferral / active EE | $3,012 | $6,406-53.0% | $7,760-61.2% | $4,126-27.0% |
| Admin fee / account holder | $1,037 | $6,980-85.1% | $10,767-90.4% | $5,651-81.7% |