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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 | $27,881 | $72,027-61.3% | $185,861-85.0% | $79,856-65.1% |
| Participation rate | 41.5% | 65.8%-24.2pp | 78.0%-36.5pp | 69.6%-28.1pp |
| Annual return | 21.34% | 23.13%-1.8pp | 35.96%-14.6pp | 31.71%-10.4pp |
| Employer contribution / active EE | $607 | $1,965-69.1% | $4,088-85.1% | $2,471-75.4% |
| Participant deferral / active EE | $2,324 | $3,780-38.5% | $5,634-58.8% | $3,741-37.9% |
| Admin fee / account holder | $6,012 | $4,513+33.2% | $9,503-36.7% | $5,306+13.3% |