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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 | $26,741 | $46,877-43.0% | $122,354-78.1% | $70,126-61.9% |
| Participation rate | 67.4% | 58.2%+9.2pp | 71.6%-4.2pp | 69.5%-2.1pp |
| Annual return | 15.06% | 24.22%-9.2pp | 30.28%-15.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $493 | $1,288-61.7% | $4,051-87.8% | $2,343-78.9% |
| Participant deferral / active EE | $1,269 | $2,167-41.5% | $3,287-61.4% | $3,332-61.9% |
| Admin fee / account holder | $5,159 | $3,324+55.2% | $5,479-5.8% | $4,645+11.1% |