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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 | $26,288 | $77,814-66.2% | $158,223-83.4% | $86,983-69.8% |
| Participation rate | 58.1% | 68.4%-10.4pp | 79.2%-21.1pp | 69.5%-11.5pp |
| Annual return | 19.08% | 30.54%-11.5pp | 52.09%-33.0pp | 25.83%-6.7pp |
| Employer contribution / active EE | $1,639 | $2,592-36.8% | $4,109-60.1% | $2,584-36.6% |
| Participant deferral / active EE | $2,651 | $3,270-18.9% | $5,467-51.5% | $4,194-36.8% |
| Admin fee / account holder | $500 | $5,879-91.5% | $16,047-96.9% | $7,856-93.6% |