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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 | $25,780 | $93,598-72.5% | $135,974-81.0% | $75,173-65.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 22.08% | 30.89%-8.8pp | 68.30%-46.2pp | 160.72%-138.6pp |
| Employer contribution / active EE | $1,865 | $3,538-47.3% | $4,859-61.6% | $2,671-30.2% |
| Participant deferral / active EE | $4,295 | $6,405-32.9% | $7,760-44.6% | $4,126+4.1% |
| Admin fee / account holder | $569 | $6,978-91.8% | $10,767-94.7% | $5,651-89.9% |