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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 | $27,816 | $85,024-67.3% | $70,544-60.6% | $139,466-80.1% |
| Participation rate | 65.2% | 73.9%-8.7pp | 68.4%-3.1pp | 80.3%-15.1pp |
| Annual return | 13.85% | 30.39%-16.5pp | 32.79%-18.9pp | 373.66%-359.8pp |
| Employer contribution / active EE | $1,267 | $3,912-67.6% | $2,976-57.4% | $4,754-73.3% |
| Participant deferral / active EE | $1,248 | $5,891-78.8% | $4,568-72.7% | $6,712-81.4% |
| Admin fee / account holder | $2,365 | $8,928-73.5% | $6,427-63.2% | $11,409-79.3% |