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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 | $23,458 | $43,496-46.1% | $161,489-85.5% | $64,340-63.5% |
| Participation rate | 53.3% | 53.5%-0.2pp | 78.7%-25.4pp | 55.2%-1.9pp |
| Annual return | 18.16% | 20.76%-2.6pp | 89.72%-71.6pp | 24.14%-6.0pp |
| Employer contribution / active EE | $1,272 | $1,431-11.1% | $4,268-70.2% | $1,862-31.7% |
| Participant deferral / active EE | $2,409 | $1,996+20.7% | $5,630-57.2% | $2,980-19.2% |
| Admin fee / account holder | $716 | $2,330-69.3% | $16,006-95.5% | $3,703-80.7% |