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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 | $26,572 | $100,901-73.7% | $75,501-64.8% | $147,586-82.0% |
| Participation rate | 52.4% | 77.1%-24.8pp | 72.4%-20.0pp | 82.8%-30.4pp |
| Annual return | 17.46% | 35.78%-18.3pp | 27.35%-9.9pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,468 | $3,253-54.9% | $2,352-37.6% | $4,876-69.9% |
| Participant deferral / active EE | $2,494 | $4,027-38.1% | $3,142-20.6% | $5,439-54.1% |
| Admin fee / account holder | $1,146 | $11,285-89.8% | $5,801-80.2% | $10,886-89.5% |