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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 | $28,975 | $65,364-55.7% | $92,909-68.8% | $72,975-60.3% |
| Participation rate | 54.8% | 68.3%-13.5pp | 76.0%-21.2pp | 69.5%-14.7pp |
| Annual return | 23.45% | 42.11%-18.7pp | 109.44%-86.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $1,927 | $2,594-25.7% | $3,653-47.3% | $2,440-21.0% |
| Participant deferral / active EE | $3,034 | $3,128-3.0% | $4,238-28.4% | $3,608-15.9% |
| Admin fee / account holder | $2,056 | $4,251-51.6% | $5,795-64.5% | $5,124-59.9% |