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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 | $28,038 | $72,027-61.1% | $185,835-84.9% | $79,852-64.9% |
| Participation rate | 55.6% | 65.8%-10.2pp | 78.0%-22.5pp | 69.6%-14.1pp |
| Annual return | 49.56% | 23.13%+26.4pp | 35.96%+13.6pp | 31.72%+17.8pp |
| Employer contribution / active EE | $1,514 | $1,965-22.9% | $4,087-62.9% | $2,471-38.7% |
| Participant deferral / active EE | $5,776 | $3,780+52.8% | $5,633+2.5% | $3,740+54.4% |
| Admin fee / account holder | $1,394 | $4,513-69.1% | $9,502-85.3% | $5,306-73.7% |