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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 | $24,748 | $77,896-68.2% | $134,172-81.6% | $82,448-70.0% |
| Participation rate | 50.0% | 62.8%-12.8pp | 72.5%-22.5pp | 68.1%-18.1pp |
| Annual return | 22.60% | 18.21%+4.4pp | 25.30%-2.7pp | 41.64%-19.0pp |
| Employer contribution / active EE | $1,452 | $2,159-32.8% | $3,420-57.6% | $2,551-43.1% |
| Participant deferral / active EE | $2,682 | $3,162-15.2% | $4,690-42.8% | $4,139-35.2% |
| Admin fee / account holder | $1,185 | $6,336-81.3% | $12,016-90.1% | $7,234-83.6% |