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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 | $29,280 | $48,277-39.3% | $67,511-56.6% | $80,874-63.8% |
| Participation rate | 54.2% | 66.4%-12.2pp | 72.9%-18.7pp | 67.6%-13.5pp |
| Annual return | 11.53% | 18.27%-6.7pp | 3517.41%-3505.9pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,799 | $2,021-11.0% | $2,733-34.2% | $2,756-34.7% |
| Participant deferral / active EE | $2,594 | $2,926-11.4% | $4,000-35.2% | $4,297-39.6% |
| Admin fee / account holder | $3,880 | $3,687+5.2% | $3,999-3.0% | $6,935-44.0% |