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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 | $28,854 | $79,955-63.9% | $98,461-70.7% | $75,173-61.6% |
| Participation rate | 56.0% | 70.4%-14.4pp | 75.2%-19.2pp | 67.2%-11.2pp |
| Annual return | 24.02% | 19.75%+4.3pp | 21.17%+2.8pp | 160.72%-136.7pp |
| Employer contribution / active EE | $1,497 | $2,264-33.9% | $3,049-50.9% | $2,671-43.9% |
| Participant deferral / active EE | $2,697 | $3,752-28.1% | $4,738-43.1% | $4,126-34.6% |
| Admin fee / account holder | $652 | $6,841-90.5% | $8,961-92.7% | $5,651-88.5% |