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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 | $28,355 | $41,016-30.9% | $152,093-81.4% | $64,097-55.8% |
| Participation rate | 57.5% | 51.3%+6.2pp | 77.8%-20.3pp | 55.2%+2.3pp |
| Annual return | 13.32% | 39.60%-26.3pp | 66.36%-53.0pp | 34.64%-21.3pp |
| Employer contribution / active EE | $898 | $1,342-33.1% | $4,175-78.5% | $1,891-52.5% |
| Participant deferral / active EE | $1,852 | $1,927-3.9% | $5,451-66.0% | $3,080-39.9% |
| Admin fee / account holder | $7,406 | $2,305+221.3% | $14,497-48.9% | $3,454+114.4% |