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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 | $25,896 | $36,948-29.9% | $73,658-64.8% | $87,485-70.4% |
| Participation rate | 50.0% | 46.8%+3.2pp | 57.0%-7.0pp | 68.9%-18.9pp |
| Annual return | 19.51% | 28.64%-9.1pp | 29.72%-10.2pp | 26.06%-6.6pp |
| Employer contribution / active EE | $261 | $670-61.0% | $1,032-74.7% | $2,596-89.9% |
| Participant deferral / active EE | $2,136 | $1,379+54.9% | $2,062+3.6% | $4,274-50.0% |
| Admin fee / account holder | $569 | $2,531-77.5% | $3,357-83.1% | $7,775-92.7% |