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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 | $21,872 | $70,002-68.8% | $115,037-81.0% | $52,331-58.2% |
| Participation rate | 56.7% | 72.1%-15.4pp | 81.4%-24.7pp | 68.1%-11.4pp |
| Annual return | 2.59% | 4.04%-1.5pp | 26.14%-23.6pp | 4.54%-2.0pp |
| Employer contribution / active EE | $1,910 | $2,715-29.6% | $4,608-58.5% | $1,882+1.5% |
| Participant deferral / active EE | $3,846 | $4,920-21.8% | $6,026-36.2% | $3,022+27.3% |
| Admin fee / account holder | $2,872 | $566+407.3% | $8,175-64.9% | $592+385.4% |