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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 | $27,441 | $67,602-59.4% | $82,312-66.7% | $70,126-60.9% |
| Participation rate | 49.3% | 72.8%-23.5pp | 76.9%-27.6pp | 69.5%-20.2pp |
| Annual return | 29.33% | 21.57%+7.8pp | 25.88%+3.5pp | 73.15%-43.8pp |
| Employer contribution / active EE | $1,065 | $1,755-39.3% | $2,428-56.1% | $2,343-54.5% |
| Participant deferral / active EE | $3,695 | $2,987+23.7% | $3,706-0.3% | $3,332+10.9% |
| Admin fee / account holder | $660 | $4,512-85.4% | $5,608-88.2% | $4,645-85.8% |