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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 | $26,065 | $58,523-55.5% | $99,479-73.8% | $72,976-64.3% |
| Participation rate | 60.0% | 64.6%-4.6pp | 73.8%-13.8pp | 69.5%-9.5pp |
| Annual return | 49.92% | 28.51%+21.4pp | 30.72%+19.2pp | 81.02%-31.1pp |
| Employer contribution / active EE | $1,051 | $1,512-30.5% | $2,540-58.6% | $2,440-56.9% |
| Participant deferral / active EE | $1,707 | $2,606-34.5% | $3,619-52.8% | $3,608-52.7% |
| Admin fee / account holder | $1,968 | $4,102-52.0% | $6,253-68.5% | $5,124-61.6% |