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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 | $27,884 | $56,918-51.0% | $182,540-84.7% | $65,185-57.2% |
| Participation rate | 52.2% | 66.5%-14.3pp | 78.0%-25.8pp | 70.2%-18.0pp |
| Annual return | 21.32% | 27.67%-6.3pp | 148.58%-127.3pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,599 | $1,615-1.0% | $4,076-60.8% | $2,177-26.5% |
| Participant deferral / active EE | $2,563 | $3,526-27.3% | $5,525-53.6% | $3,514-27.1% |
| Admin fee / account holder | $1,216 | $531+129.0% | $8,593-85.8% | $847+43.6% |