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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 | $24,485 | $45,050-45.6% | $63,018-61.1% | $70,126-65.1% |
| Participation rate | 62.3% | 69.5%-7.2pp | 74.8%-12.5pp | 69.5%-7.2pp |
| Annual return | 19.97% | 18.76%+1.2pp | 87.62%-67.6pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,436 | $2,052-30.0% | $2,761-48.0% | $2,343-38.7% |
| Participant deferral / active EE | $2,481 | $2,466+0.6% | $3,330-25.5% | $3,332-25.5% |
| Admin fee / account holder | $3,871 | $2,834+36.6% | $3,601+7.5% | $4,645-16.7% |