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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 | $26,597 | $93,589-71.6% | $135,942-80.4% | $75,181-64.6% |
| Participation rate | 41.5% | 75.2%-33.7pp | 81.9%-40.4pp | 67.2%-25.7pp |
| Annual return | 20.07% | 30.90%-10.8pp | 68.28%-48.2pp | 160.69%-140.6pp |
| Employer contribution / active EE | $2,149 | $3,537-39.2% | $4,858-55.8% | $2,671-19.5% |
| Participant deferral / active EE | $3,578 | $6,405-44.1% | $7,759-53.9% | $4,126-13.3% |
| Admin fee / account holder | $2,269 | $6,977-67.5% | $10,764-78.9% | $5,650-59.8% |