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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 | $26,187 | $106,247-75.4% | $96,515-72.9% | $139,466-81.2% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 21.77% | 38.47%-16.7pp | 35.73%-14.0pp | 373.66%-351.9pp |
| Employer contribution / active EE | $1,080 | $4,106-73.7% | $3,740-71.1% | $4,754-77.3% |
| Participant deferral / active EE | $6,612 | $5,456+21.2% | $4,880+35.5% | $6,712-1.5% |
| Admin fee / account holder | $373 | $7,885-95.3% | $6,735-94.5% | $11,409-96.7% |