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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 | $20,985 | $77,962-73.1% | $178,540-88.2% | $80,935-74.1% |
| Participation rate | 53.8% | 65.7%-11.8pp | 77.1%-23.3pp | 67.7%-13.8pp |
| Annual return | 30.86% | 18.10%+12.8pp | 27.15%+3.7pp | 35.66%-4.8pp |
| Employer contribution / active EE | $1,145 | $2,280-49.8% | $3,953-71.0% | $2,757-58.4% |
| Participant deferral / active EE | $2,275 | $4,404-48.3% | $6,281-63.8% | $4,299-47.1% |
| Admin fee / account holder | $839 | $7,156-88.3% | $10,424-92.0% | $6,924-87.9% |