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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 | $25,308 | $54,541-53.6% | $78,778-67.9% | $70,126-63.9% |
| Participation rate | 45.9% | 60.8%-14.9pp | 69.2%-23.3pp | 69.5%-23.6pp |
| Annual return | 23.08% | 21.07%+2.0pp | 35.62%-12.5pp | 73.15%-50.1pp |
| Employer contribution / active EE | $1,659 | $1,089+52.4% | $1,986-16.5% | $2,343-29.2% |
| Participant deferral / active EE | $3,960 | $2,210+79.2% | $2,958+33.8% | $3,332+18.8% |
| Admin fee / account holder | $851 | $3,709-77.1% | $5,134-83.4% | $4,645-81.7% |