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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 | $27,069 | $66,275-59.2% | $163,379-83.4% | $64,097-57.8% |
| Participation rate | 50.4% | 54.1%-3.7pp | 76.8%-26.5pp | 55.2%-4.8pp |
| Annual return | 20.21% | 32.72%-12.5pp | 63.41%-43.2pp | 34.64%-14.4pp |
| Employer contribution / active EE | $1,128 | $1,521-25.8% | $3,752-69.9% | $1,891-40.4% |
| Participant deferral / active EE | $2,438 | $3,126-22.0% | $6,282-61.2% | $3,080-20.8% |
| Admin fee / account holder | $3,944 | $4,569-13.7% | $9,818-59.8% | $3,454+14.2% |