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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 | $43,496-35.8% | $161,489-82.7% | $64,340-56.6% |
| Participation rate | 65.6% | 53.5%+12.0pp | 78.7%-13.1pp | 55.2%+10.3pp |
| Annual return | 14.81% | 20.76%-5.9pp | 89.72%-74.9pp | 24.14%-9.3pp |
| Employer contribution / active EE | $1,107 | $1,431-22.7% | $4,268-74.1% | $1,862-40.6% |
| Participant deferral / active EE | $1,588 | $1,996-20.4% | $5,630-71.8% | $2,980-46.7% |
| Admin fee / account holder | $3,142 | $2,330+34.8% | $16,006-80.4% | $3,703-15.1% |