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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 | $30,373 | $65,041-53.3% | $90,965-66.6% | $79,858-62.0% |
| Participation rate | 46.8% | 61.6%-14.8pp | 69.0%-22.2pp | 69.6%-22.8pp |
| Annual return | 25.56% | 30.45%-4.9pp | 134.57%-109.0pp | 31.72%-6.2pp |
| Employer contribution / active EE | $1,548 | $1,247+24.2% | $2,122-27.0% | $2,471-37.3% |
| Participant deferral / active EE | $2,863 | $2,512+14.0% | $3,373-15.1% | $3,740-23.5% |
| Admin fee / account holder | $1,392 | $4,536-69.3% | $5,960-76.6% | $5,306-73.8% |