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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 | $27,929 | $45,343-38.4% | $150,298-81.4% | $67,986-58.9% |
| Participation rate | 65.6% | 51.9%+13.7pp | 77.8%-12.2pp | 57.2%+8.4pp |
| Annual return | 14.81% | 33.28%-18.5pp | 62.79%-48.0pp | 31.67%-16.9pp |
| Employer contribution / active EE | $1,107 | $1,462-24.3% | $4,154-73.4% | $2,019-45.2% |
| Participant deferral / active EE | $1,588 | $2,055-22.7% | $5,453-70.9% | $3,358-52.7% |
| Admin fee / account holder | $3,142 | $2,250+39.7% | $14,116-77.7% | $3,203-1.9% |