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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 | $28,009 | $72,027-61.1% | $185,835-84.9% | $79,852-64.9% |
| Participation rate | 60.0% | 65.8%-5.8pp | 78.0%-18.0pp | 69.6%-9.6pp |
| Annual return | 25.14% | 23.13%+2.0pp | 35.96%-10.8pp | 31.72%-6.6pp |
| Employer contribution / active EE | $900 | $1,965-54.2% | $4,087-78.0% | $2,471-63.6% |
| Participant deferral / active EE | $2,028 | $3,780-46.4% | $5,633-64.0% | $3,740-45.8% |
| Admin fee / account holder | $2,327 | $4,513-48.4% | $9,502-75.5% | $5,306-56.1% |