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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 | $28,723 | $41,016-30.0% | $152,093-81.1% | $64,097-55.2% |
| Participation rate | 34.8% | 51.3%-16.6pp | 77.8%-43.0pp | 55.2%-20.4pp |
| Annual return | 19.52% | 39.60%-20.1pp | 66.36%-46.8pp | 34.64%-15.1pp |
| Employer contribution / active EE | $799 | $1,342-40.5% | $4,175-80.9% | $1,891-57.7% |
| Participant deferral / active EE | $1,345 | $1,927-30.2% | $5,451-75.3% | $3,080-56.3% |
| Admin fee / account holder | $2,010 | $2,305-12.8% | $14,497-86.1% | $3,454-41.8% |