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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 | $41,016-31.9% | $152,093-81.6% | $64,097-56.4% |
| Participation rate | 65.6% | 51.3%+14.2pp | 77.8%-12.2pp | 55.2%+10.4pp |
| Annual return | 14.81% | 39.60%-24.8pp | 66.36%-51.5pp | 34.64%-19.8pp |
| Employer contribution / active EE | $1,107 | $1,342-17.6% | $4,175-73.5% | $1,891-41.5% |
| Participant deferral / active EE | $1,588 | $1,927-17.6% | $5,451-70.9% | $3,080-48.4% |
| Admin fee / account holder | $3,142 | $2,305+36.3% | $14,497-78.3% | $3,454-9.0% |