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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 | $24,508 | $63,082-61.1% | $81,716-70.0% | $79,852-69.3% |
| Participation rate | 50.0% | 67.5%-17.5pp | 72.0%-22.0pp | 69.6%-19.6pp |
| Annual return | 23.54% | 22.66%+0.9pp | 29.49%-6.0pp | 31.72%-8.2pp |
| Employer contribution / active EE | $1,282 | $1,795-28.6% | $4,310-70.3% | $2,471-48.1% |
| Participant deferral / active EE | $3,504 | $2,780+26.0% | $7,108-50.7% | $3,740-6.3% |
| Admin fee / account holder | $549 | $4,428-87.6% | $5,159-89.4% | $5,306-89.6% |