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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 | $23,126 | $62,672-63.1% | $185,117-87.5% | $70,124-67.0% |
| Participation rate | 50.0% | 63.8%-13.8pp | 77.3%-27.3pp | 69.5%-19.5pp |
| Annual return | 22.85% | 40.79%-17.9pp | 40.50%-17.6pp | 73.14%-50.3pp |
| Employer contribution / active EE | $1,096 | $1,753-37.5% | $4,182-73.8% | $2,342-53.2% |
| Participant deferral / active EE | $1,526 | $3,272-53.3% | $5,045-69.7% | $3,332-54.2% |
| Admin fee / account holder | $594 | $3,932-84.9% | $8,159-92.7% | $4,645-87.2% |