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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 | $43,749-36.8% | $158,223-82.5% | $65,306-57.7% |
| Participation rate | 50.9% | 56.9%-5.9pp | 79.2%-28.3pp | 57.7%-6.7pp |
| Annual return | 15.15% | 19.41%-4.3pp | 52.09%-36.9pp | 21.94%-6.8pp |
| Employer contribution / active EE | $1,289 | $1,497-13.9% | $4,109-68.6% | $1,967-34.5% |
| Participant deferral / active EE | $1,865 | $2,019-7.6% | $5,467-65.9% | $2,959-37.0% |
| Admin fee / account holder | $2,509 | $1,930+30.0% | $16,047-84.4% | $3,480-27.9% |