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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 | $28,630 | $54,541-47.5% | $78,778-63.7% | $70,126-59.2% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 24.60% | 21.07%+3.5pp | 35.62%-11.0pp | 73.15%-48.5pp |
| Employer contribution / active EE | $1,231 | $1,089+13.1% | $1,986-38.0% | $2,343-47.4% |
| Participant deferral / active EE | $2,437 | $2,210+10.2% | $2,958-17.6% | $3,332-26.9% |
| Admin fee / account holder | $2,085 | $3,709-43.8% | $5,134-59.4% | $4,645-55.1% |