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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 | $72,027-61.9% | $185,835-85.2% | $79,852-65.6% |
| Participation rate | 46.9% | 65.8%-18.8pp | 78.0%-31.1pp | 69.6%-22.7pp |
| Annual return | 28.29% | 23.13%+5.2pp | 35.96%-7.7pp | 31.72%-3.4pp |
| Employer contribution / active EE | $1,714 | $1,965-12.8% | $4,087-58.1% | $2,471-30.6% |
| Participant deferral / active EE | $3,507 | $3,780-7.2% | $5,633-37.7% | $3,740-6.2% |
| Admin fee / account holder | $554 | $4,513-87.7% | $9,502-94.2% | $5,306-89.6% |