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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 | $27,011 | $79,894-66.2% | $135,792-80.1% | $82,637-67.3% |
| Participation rate | 57.7% | 63.0%-5.3pp | 72.6%-14.8pp | 68.1%-10.3pp |
| Annual return | 21.83% | 17.20%+4.6pp | 25.96%-4.1pp | 53.51%-31.7pp |
| Employer contribution / active EE | $1,295 | $2,165-40.2% | $3,496-63.0% | $2,552-49.3% |
| Participant deferral / active EE | $3,087 | $3,194-3.3% | $4,759-35.1% | $4,126-25.2% |
| Admin fee / account holder | $387 | $6,434-94.0% | $12,266-96.8% | $7,339-94.7% |