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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 | $34,555 | $76,696-54.9% | $96,515-64.2% | $71,511-51.7% |
| Participation rate | 47.2% | 66.6%-19.3pp | 74.3%-27.1pp | 67.9%-20.7pp |
| Annual return | 28.51% | 48.32%-19.8pp | 35.73%-7.2pp | 28.86%-0.3pp |
| Employer contribution / active EE | $2,134 | $3,032-29.6% | $3,740-42.9% | $2,589-17.6% |
| Participant deferral / active EE | $2,771 | $3,770-26.5% | $4,880-43.2% | $4,291-35.4% |
| Admin fee / account holder | $3,563 | $2,030+75.5% | $6,735-47.1% | $1,588+124.3% |