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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 | $26,800 | $93,589-71.4% | $135,942-80.3% | $75,181-64.4% |
| Participation rate | 56.4% | 75.2%-18.8pp | 81.9%-25.5pp | 67.2%-10.8pp |
| Annual return | 23.81% | 30.90%-7.1pp | 68.28%-44.5pp | 160.69%-136.9pp |
| Employer contribution / active EE | $1,588 | $3,537-55.1% | $4,858-67.3% | $2,671-40.5% |
| Participant deferral / active EE | $3,125 | $6,405-51.2% | $7,759-59.7% | $4,126-24.2% |
| Admin fee / account holder | $1,117 | $6,977-84.0% | $10,764-89.6% | $5,650-80.2% |