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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 | $23,755 | $45,050-47.3% | $63,018-62.3% | $70,126-66.1% |
| Participation rate | 58.9% | 69.5%-10.6pp | 74.8%-15.9pp | 69.5%-10.7pp |
| Annual return | 22.46% | 18.76%+3.7pp | 87.62%-65.2pp | 73.15%-50.7pp |
| Employer contribution / active EE | $1,316 | $2,052-35.9% | $2,761-52.3% | $2,343-43.8% |
| Participant deferral / active EE | $3,738 | $2,466+51.6% | $3,330+12.3% | $3,332+12.2% |
| Admin fee / account holder | $1,043 | $2,834-63.2% | $3,601-71.0% | $4,645-77.6% |