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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 | $25,337 | $98,760-74.3% | $149,715-83.1% | $79,858-68.3% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.6%-7.1pp |
| Annual return | 23.88% | 27.43%-3.5pp | 276.66%-252.8pp | 31.72%-7.8pp |
| Employer contribution / active EE | $1,169 | $3,217-63.7% | $4,645-74.8% | $2,471-52.7% |
| Participant deferral / active EE | $5,244 | $5,681-7.7% | $6,842-23.4% | $3,740+40.2% |
| Admin fee / account holder | $827 | $6,053-86.3% | $9,310-91.1% | $5,306-84.4% |