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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 | $106,864-75.0% | $147,318-81.8% | $82,637-67.6% |
| Participation rate | 48.3% | 75.5%-27.2pp | 82.1%-33.8pp | 68.1%-19.8pp |
| Annual return | 21.15% | 27.49%-6.3pp | 70.43%-49.3pp | 53.51%-32.4pp |
| Employer contribution / active EE | $1,777 | $3,417-48.0% | $4,593-61.3% | $2,552-30.4% |
| Participant deferral / active EE | $4,152 | $6,496-36.1% | $7,906-47.5% | $4,126+0.6% |
| Admin fee / account holder | $5,563 | $8,415-33.9% | $13,708-59.4% | $7,339-24.2% |