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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 | $26,229 | $44,746-41.4% | $88,179-70.3% | $64,097-59.1% |
| Participation rate | 48.2% | 39.8%+8.4pp | 69.1%-20.9pp | 55.2%-7.0pp |
| Annual return | 17.69% | 24.70%-7.0pp | 64.97%-47.3pp | 34.64%-16.9pp |
| Employer contribution / active EE | $764 | $1,078-29.1% | $2,549-70.0% | $1,891-59.6% |
| Participant deferral / active EE | $1,343 | $2,072-35.2% | $4,614-70.9% | $3,080-56.4% |
| Admin fee / account holder | $2,183 | $3,437-36.5% | $7,673-71.5% | $3,454-36.8% |