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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 | $26,536 | $72,492-63.4% | $87,102-69.5% | $72,983-63.6% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 27.12% | 24.46%+2.7pp | 28.19%-1.1pp | 81.01%-53.9pp |
| Employer contribution / active EE | $1,080 | $1,894-43.0% | $2,521-57.1% | $2,440-55.7% |
| Participant deferral / active EE | $2,256 | $3,270-31.0% | $4,048-44.3% | $3,608-37.5% |
| Admin fee / account holder | $700 | $5,055-86.1% | $7,491-90.7% | $5,124-86.3% |