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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 | $79,894-69.0% | $135,792-81.8% | $82,637-70.1% |
| Participation rate | 50.0% | 63.0%-13.0pp | 72.6%-22.6pp | 68.1%-18.1pp |
| Annual return | 22.60% | 17.20%+5.4pp | 25.96%-3.4pp | 53.51%-30.9pp |
| Employer contribution / active EE | $1,452 | $2,165-33.0% | $3,496-58.5% | $2,552-43.1% |
| Participant deferral / active EE | $2,682 | $3,194-16.0% | $4,759-43.6% | $4,126-35.0% |
| Admin fee / account holder | $1,185 | $6,434-81.6% | $12,266-90.3% | $7,339-83.9% |