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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 | $27,477 | $72,269-62.0% | $101,271-72.9% | $79,852-65.6% |
| Participation rate | 50.8% | 68.5%-17.6pp | 75.8%-25.0pp | 69.6%-18.8pp |
| Annual return | 17.06% | 22.29%-5.2pp | 46.48%-29.4pp | 31.72%-14.7pp |
| Employer contribution / active EE | $1,412 | $2,692-47.6% | $3,660-61.4% | $2,471-42.9% |
| Participant deferral / active EE | $2,428 | $3,282-26.0% | $4,371-44.5% | $3,740-35.1% |
| Admin fee / account holder | $759 | $4,401-82.8% | $5,948-87.2% | $5,306-85.7% |