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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 | $31,614 | $43,496-27.3% | $161,489-80.4% | $64,340-50.9% |
| Participation rate | 55.2% | 53.5%+1.7pp | 78.7%-23.5pp | 55.2%0pp |
| Annual return | 16.46% | 20.76%-4.3pp | 89.72%-73.3pp | 24.14%-7.7pp |
| Employer contribution / active EE | $416 | $1,431-70.9% | $4,268-90.2% | $1,862-77.6% |
| Participant deferral / active EE | $1,923 | $1,996-3.7% | $5,630-65.9% | $2,980-35.5% |
| Admin fee / account holder | $2,637 | $2,330+13.2% | $16,006-83.5% | $3,703-28.8% |