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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 | $27,640 | $45,343-39.0% | $150,298-81.6% | $67,986-59.3% |
| Participation rate | 50.9% | 51.9%-0.9pp | 77.8%-26.8pp | 57.2%-6.3pp |
| Annual return | 15.15% | 33.28%-18.1pp | 62.79%-47.6pp | 31.67%-16.5pp |
| Employer contribution / active EE | $1,289 | $1,462-11.8% | $4,154-69.0% | $2,019-36.2% |
| Participant deferral / active EE | $1,865 | $2,055-9.2% | $5,453-65.8% | $3,358-44.5% |
| Admin fee / account holder | $2,509 | $2,250+11.5% | $14,116-82.2% | $3,203-21.7% |