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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 | $48,337-39.4% | $67,560-56.7% | $80,959-63.8% |
| Participation rate | 54.2% | 66.4%-12.3pp | 72.9%-18.8pp | 67.7%-13.5pp |
| Annual return | 11.53% | 18.26%-6.7pp | 3533.50%-3522.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,799 | $2,023-11.0% | $2,737-34.3% | $2,757-34.7% |
| Participant deferral / active EE | $2,594 | $2,928-11.4% | $4,004-35.2% | $4,300-39.7% |
| Admin fee / account holder | $3,880 | $3,695+5.0% | $3,994-2.8% | $6,925-44.0% |