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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 | $15,019 | $45,043-66.7% | $63,005-76.2% | $70,124-78.6% |
| Participation rate | 63.4% | 69.5%-6.1pp | 74.8%-11.4pp | 69.5%-6.1pp |
| Annual return | 20.86% | 18.76%+2.1pp | 87.59%-66.7pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,510 | $2,052-26.4% | $2,760-45.3% | $2,342-35.5% |
| Participant deferral / active EE | $2,242 | $2,466-9.1% | $3,329-32.6% | $3,332-32.7% |
| Admin fee / account holder | $1,114 | $2,833-60.7% | $3,599-69.1% | $4,645-76.0% |