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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 | $26,315 | $72,027-63.5% | $185,861-85.8% | $79,856-67.0% |
| Participation rate | 50.0% | 65.8%-15.8pp | 78.0%-28.0pp | 69.6%-19.6pp |
| Annual return | 27.18% | 23.13%+4.1pp | 35.96%-8.8pp | 31.71%-4.5pp |
| Employer contribution / active EE | $884 | $1,965-55.0% | $4,088-78.4% | $2,471-64.2% |
| Participant deferral / active EE | $1,705 | $3,780-54.9% | $5,634-69.7% | $3,741-54.4% |
| Admin fee / account holder | $1,860 | $4,513-58.8% | $9,503-80.4% | $5,306-64.9% |