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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 | $29,013 | $46,688-37.9% | $189,758-84.7% | $69,733-58.4% |
| Participation rate | 56.5% | 61.7%-5.2pp | 79.8%-23.3pp | 62.5%-5.9pp |
| Annual return | 20.20% | 14.35%+5.8pp | 52.62%-32.4pp | 15.22%+5.0pp |
| Employer contribution / active EE | $389 | $1,695-77.0% | $4,767-91.8% | $2,250-82.7% |
| Participant deferral / active EE | $1,928 | $2,143-10.0% | $5,856-67.1% | $3,054-36.9% |
| Admin fee / account holder | $2,079 | $1,700+22.3% | $20,388-89.8% | $3,102-33.0% |