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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 | $77,896-65.3% | $134,172-79.9% | $82,448-67.2% |
| Participation rate | 57.7% | 62.8%-5.0pp | 72.5%-14.7pp | 68.1%-10.3pp |
| Annual return | 21.83% | 18.21%+3.6pp | 25.30%-3.5pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,295 | $2,159-40.0% | $3,420-62.1% | $2,551-49.2% |
| Participant deferral / active EE | $3,087 | $3,162-2.4% | $4,690-34.2% | $4,139-25.4% |
| Admin fee / account holder | $387 | $6,336-93.9% | $12,016-96.8% | $7,234-94.7% |