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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 | $32,590 | $71,215-54.2% | $93,696-65.2% | $80,935-59.7% |
| Participation rate | 27.7% | 60.4%-32.7pp | 68.7%-41.1pp | 67.7%-40.0pp |
| Annual return | 10.95% | 11.27%-0.3pp | 133.74%-122.8pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,480 | $1,565-5.4% | $2,422-38.9% | $2,757-46.3% |
| Participant deferral / active EE | $1,908 | $4,037-52.7% | $4,417-56.8% | $4,299-55.6% |
| Admin fee / account holder | $2,492 | $6,958-64.2% | $8,287-69.9% | $6,924-64.0% |