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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 | $29,673 | $25,014+18.6% | $69,623-57.4% | $80,935-63.3% |
| Participation rate | 26.8% | 64.2%-37.4pp | 66.4%-39.6pp | 67.7%-40.8pp |
| Annual return | 26.87% | 19.08%+7.8pp | 101.23%-74.4pp | 35.66%-8.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,162 | $1,840-36.8% | $2,890-59.8% | $4,299-73.0% |
| Admin fee / account holder | $4,082 | $2,491+63.9% | $4,696-13.1% | $6,924-41.0% |