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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 | $27,238 | $77,920-65.0% | $149,723-81.8% | $75,177-63.8% |
| Participation rate | 57.4% | 65.6%-8.1pp | 78.8%-21.3pp | 67.2%-9.8pp |
| Annual return | 16.80% | 31.72%-14.9pp | 134.50%-117.7pp | 160.75%-143.9pp |
| Employer contribution / active EE | $1,150 | $3,138-63.4% | $4,821-76.2% | $2,671-57.0% |
| Participant deferral / active EE | $1,637 | $3,411-52.0% | $5,682-71.2% | $4,126-60.3% |
| Admin fee / account holder | $1,815 | $5,951-69.5% | $13,215-86.3% | $5,651-67.9% |