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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 | $23,155 | $72,272-68.0% | $101,264-77.1% | $79,858-71.0% |
| Participation rate | 37.5% | 68.5%-31.0pp | 75.8%-38.3pp | 69.6%-32.1pp |
| Annual return | 24.21% | 22.30%+1.9pp | 46.48%-22.3pp | 31.72%-7.5pp |
| Employer contribution / active EE | $1,251 | $2,692-53.5% | $3,660-65.8% | $2,471-49.4% |
| Participant deferral / active EE | $1,814 | $3,282-44.7% | $4,370-58.5% | $3,740-51.5% |
| Admin fee / account holder | $405 | $4,401-90.8% | $5,947-93.2% | $5,306-92.4% |