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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 | $29,006 | $106,749-72.8% | $145,433-80.1% | $82,448-64.8% |
| Participation rate | 55.0% | 75.6%-20.6pp | 82.1%-27.1pp | 68.1%-13.1pp |
| Annual return | 16.91% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,928 | $3,444-44.0% | $4,554-57.7% | $2,551-24.4% |
| Participant deferral / active EE | $3,826 | $6,519-41.3% | $7,897-51.6% | $4,139-7.6% |
| Admin fee / account holder | $835 | $8,390-90.0% | $13,129-93.6% | $7,234-88.5% |