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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 | $22,656 | $46,464-51.2% | $150,298-84.9% | $79,634-71.5% |
| Participation rate | 31.2% | 57.0%-25.8pp | 77.8%-46.6pp | 62.5%-31.3pp |
| Annual return | 15.69% | 27.89%-12.2pp | 62.79%-47.1pp | 36.46%-20.8pp |
| Employer contribution / active EE | $1,104 | $1,512-26.9% | $4,154-73.4% | $2,529-56.3% |
| Participant deferral / active EE | $1,750 | $2,157-18.9% | $5,453-67.9% | $3,835-54.4% |
| Admin fee / account holder | $1,346 | $891+51.2% | $14,116-90.5% | $1,002+34.4% |