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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 | $26,867 | $41,016-34.5% | $152,093-82.3% | $64,097-58.1% |
| Participation rate | 67.2% | 51.3%+15.9pp | 77.8%-10.5pp | 55.2%+12.0pp |
| Annual return | 20.14% | 39.60%-19.5pp | 66.36%-46.2pp | 34.64%-14.5pp |
| Employer contribution / active EE | $1,749 | $1,342+30.3% | $4,175-58.1% | $1,891-7.5% |
| Participant deferral / active EE | $4,399 | $1,927+128.2% | $5,451-19.3% | $3,080+42.8% |
| Admin fee / account holder | $3,871 | $2,305+67.9% | $14,497-73.3% | $3,454+12.0% |