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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 | $26,972 | $106,247-74.6% | $96,515-72.1% | $139,466-80.7% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.3%-20.5pp | 80.3%-26.5pp |
| Annual return | 17.55% | 38.47%-20.9pp | 35.73%-18.2pp | 373.66%-356.1pp |
| Employer contribution / active EE | $1,158 | $4,106-71.8% | $3,740-69.0% | $4,754-75.6% |
| Participant deferral / active EE | $5,504 | $5,456+0.9% | $4,880+12.8% | $6,712-18.0% |
| Admin fee / account holder | $6,792 | $7,885-13.9% | $6,735+0.8% | $11,409-40.5% |