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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 | $67,595-60.0% | $186,193-85.5% | $64,340-57.9% |
| Participation rate | 50.4% | 51.9%-1.6pp | 77.1%-26.8pp | 55.2%-4.9pp |
| Annual return | 20.21% | 17.46%+2.7pp | 78.03%-57.8pp | 24.14%-3.9pp |
| Employer contribution / active EE | $1,128 | $1,513-25.5% | $3,918-71.2% | $1,862-39.4% |
| Participant deferral / active EE | $2,438 | $3,023-19.4% | $6,513-62.6% | $2,980-18.2% |
| Admin fee / account holder | $3,944 | $5,311-25.7% | $11,058-64.3% | $3,703+6.5% |