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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 | $20,586 | $72,290-71.5% | $260,467-92.1% | $69,733-70.5% |
| Participation rate | 52.3% | 62.1%-9.8pp | 80.5%-28.1pp | 62.5%-10.1pp |
| Annual return | 16.47% | 15.52%+1.0pp | 100.60%-84.1pp | 15.22%+1.2pp |
| Employer contribution / active EE | $1,411 | $2,277-38.0% | $4,239-66.7% | $2,250-37.3% |
| Participant deferral / active EE | $2,315 | $3,176-27.1% | $6,319-63.4% | $3,054-24.2% |
| Admin fee / account holder | $6,189 | $6,687-7.5% | $15,461-60.0% | $3,102+99.5% |