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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 | $28,096 | $72,273-61.1% | $101,275-72.3% | $79,856-64.8% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 22.67% | 22.30%+0.4pp | 46.48%-23.8pp | 31.71%-9.0pp |
| Employer contribution / active EE | $1,524 | $2,691-43.4% | $3,660-58.4% | $2,471-38.3% |
| Participant deferral / active EE | $2,924 | $3,282-10.9% | $4,371-33.1% | $3,741-21.8% |
| Admin fee / account holder | $743 | $4,401-83.1% | $5,948-87.5% | $5,306-86.0% |