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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 | $13,270 | $45,082-70.6% | $69,464-80.9% | $72,975-81.8% |
| Participation rate | 53.2% | 68.5%-15.3pp | 74.6%-21.4pp | 69.5%-16.3pp |
| Annual return | 29.14% | 22.66%+6.5pp | 28.98%+0.2pp | 81.01%-51.9pp |
| Employer contribution / active EE | $1,023 | $2,055-50.2% | $2,779-63.2% | $2,440-58.1% |
| Participant deferral / active EE | $1,446 | $2,604-44.5% | $3,536-59.1% | $3,608-59.9% |
| Admin fee / account holder | $682 | $3,057-77.7% | $3,840-82.2% | $5,124-86.7% |