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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 | $31,023 | $87,166-64.4% | $76,735-59.6% | $137,256-77.4% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 14.31% | 26.50%-12.2pp | 29.77%-15.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,678 | $2,904-42.2% | $2,454-31.6% | $4,156-59.6% |
| Participant deferral / active EE | $4,138 | $4,726-12.5% | $4,088+1.2% | $6,407-35.4% |
| Admin fee / account holder | $7,057 | $8,403-16.0% | $7,189-1.8% | $12,270-42.5% |