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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 | $25,451 | $76,642-66.8% | $146,866-82.7% | $65,306-61.0% |
| Participation rate | 49.1% | 61.2%-12.2pp | 82.5%-33.5pp | 57.7%-8.6pp |
| Annual return | 15.78% | 33.40%-17.6pp | 102.85%-87.1pp | 21.94%-6.2pp |
| Employer contribution / active EE | $1,395 | $2,621-46.8% | $4,425-68.5% | $1,967-29.1% |
| Participant deferral / active EE | $2,754 | $4,864-43.4% | $7,759-64.5% | $2,959-6.9% |
| Admin fee / account holder | $2,579 | $3,960-34.9% | $13,620-81.1% | $3,480-25.9% |