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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 | $26,700 | $106,524-74.9% | $152,301-82.5% | $87,485-69.5% |
| Participation rate | 35.7% | 75.8%-40.0pp | 82.4%-46.7pp | 68.9%-33.2pp |
| Annual return | 45.02% | 26.89%+18.1pp | 80.50%-35.5pp | 26.06%+19.0pp |
| Employer contribution / active EE | $1,855 | $3,371-45.0% | $4,624-59.9% | $2,596-28.5% |
| Participant deferral / active EE | $5,695 | $6,525-12.7% | $8,004-28.8% | $4,274+33.3% |
| Admin fee / account holder | $1,886 | $8,287-77.2% | $14,398-86.9% | $7,775-75.7% |