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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 | $25,007 | $51,092-51.1% | $76,735-67.4% | $79,634-68.6% |
| Participation rate | 29.3% | 50.2%-20.9pp | 69.5%-40.2pp | 62.5%-33.2pp |
| Annual return | 22.64% | 18.04%+4.6pp | 29.77%-7.1pp | 36.46%-13.8pp |
| Employer contribution / active EE | $855 | $1,519-43.7% | $2,454-65.1% | $2,529-66.2% |
| Participant deferral / active EE | $1,555 | $2,529-38.5% | $4,088-62.0% | $3,835-59.4% |
| Admin fee / account holder | $2,022 | $1,865+8.4% | $7,189-71.9% | $1,002+101.8% |