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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 | $41,016-32.6% | $152,093-81.8% | $64,097-56.9% |
| Participation rate | 50.9% | 51.3%-0.4pp | 77.8%-26.8pp | 55.2%-4.2pp |
| Annual return | 15.15% | 39.60%-24.5pp | 66.36%-51.2pp | 34.64%-19.5pp |
| Employer contribution / active EE | $1,289 | $1,342-4.0% | $4,175-69.1% | $1,891-31.9% |
| Participant deferral / active EE | $1,865 | $1,927-3.2% | $5,451-65.8% | $3,080-39.4% |
| Admin fee / account holder | $2,509 | $2,305+8.8% | $14,497-82.7% | $3,454-27.4% |