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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 | $24,939 | $75,963-67.2% | $97,995-74.6% | $70,126-64.4% |
| Participation rate | 47.2% | 77.0%-29.7pp | 82.4%-35.2pp | 69.5%-22.3pp |
| Annual return | 25.13% | 19.26%+5.9pp | 23.94%+1.2pp | 73.15%-48.0pp |
| Employer contribution / active EE | $1,590 | $3,278-51.5% | $4,158-61.8% | $2,343-32.1% |
| Participant deferral / active EE | $2,810 | $4,053-30.7% | $5,097-44.9% | $3,332-15.7% |
| Admin fee / account holder | $996 | $5,407-81.6% | $5,943-83.2% | $4,645-78.6% |