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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 | $27,741 | $45,050-38.4% | $63,018-56.0% | $70,126-60.4% |
| Participation rate | 62.7% | 69.5%-6.8pp | 74.8%-12.1pp | 69.5%-6.8pp |
| Annual return | 19.68% | 18.76%+0.9pp | 87.62%-67.9pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,181 | $2,052-42.5% | $2,761-57.2% | $2,343-49.6% |
| Participant deferral / active EE | $1,951 | $2,466-20.9% | $3,330-41.4% | $3,332-41.4% |
| Admin fee / account holder | $4,969 | $2,834+75.3% | $3,601+38.0% | $4,645+7.0% |