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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 | $19,965 | $77,814-74.3% | $158,223-87.4% | $86,983-77.0% |
| Participation rate | 39.7% | 68.4%-28.8pp | 79.2%-39.5pp | 69.5%-29.9pp |
| Annual return | 26.78% | 30.54%-3.8pp | 52.09%-25.3pp | 25.83%+1.0pp |
| Employer contribution / active EE | $1,128 | $2,592-56.5% | $4,109-72.6% | $2,584-56.4% |
| Participant deferral / active EE | $2,862 | $3,270-12.5% | $5,467-47.6% | $4,194-31.8% |
| Admin fee / account holder | $1,999 | $5,879-66.0% | $16,047-87.5% | $7,856-74.6% |