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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 | $27,912 | $69,383-59.8% | $101,275-72.4% | $73,497-62.0% |
| Participation rate | 54.6% | 68.4%-13.8pp | 75.8%-21.2pp | 70.7%-16.1pp |
| Annual return | 19.22% | 18.46%+0.8pp | 46.48%-27.3pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,127 | $2,628-57.1% | $3,660-69.2% | $2,270-50.4% |
| Participant deferral / active EE | $2,177 | $3,301-34.1% | $4,371-50.2% | $3,740-41.8% |
| Admin fee / account holder | $914 | $704+29.8% | $5,948-84.6% | $513+78.1% |