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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 | $24,458 | $37,156-34.2% | $83,854-70.8% | $86,983-71.9% |
| Participation rate | 51.2% | 49.1%+2.2pp | 59.1%-7.9pp | 69.5%-18.3pp |
| Annual return | 19.35% | 29.88%-10.5pp | 31.39%-12.0pp | 25.83%-6.5pp |
| Employer contribution / active EE | $1,137 | $661+72.1% | $1,017+11.8% | $2,584-56.0% |
| Participant deferral / active EE | $1,849 | $1,418+30.4% | $2,035-9.1% | $4,194-55.9% |
| Admin fee / account holder | $779 | $2,510-69.0% | $3,197-75.6% | $7,856-90.1% |