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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 | $26,769 | $99,875-73.2% | $146,866-81.8% | $86,983-69.2% |
| Participation rate | 48.3% | 75.8%-27.5pp | 82.5%-34.2pp | 69.5%-21.3pp |
| Annual return | 21.15% | 28.10%-6.9pp | 102.85%-81.7pp | 25.83%-4.7pp |
| Employer contribution / active EE | $1,777 | $3,224-44.9% | $4,425-59.8% | $2,584-31.2% |
| Participant deferral / active EE | $4,152 | $6,322-34.3% | $7,759-46.5% | $4,194-1.0% |
| Admin fee / account holder | $5,563 | $7,838-29.0% | $13,620-59.2% | $7,856-29.2% |