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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 | $28,781 | $59,804-51.9% | $81,982-64.9% | $79,856-64.0% |
| Participation rate | 31.0% | 61.6%-30.6pp | 69.3%-38.3pp | 69.6%-38.7pp |
| Annual return | 20.48% | 17.56%+2.9pp | 41.31%-20.8pp | 31.71%-11.2pp |
| Employer contribution / active EE | $760 | $1,713-55.6% | $2,498-69.6% | $2,471-69.2% |
| Participant deferral / active EE | $1,310 | $2,695-51.4% | $3,722-64.8% | $3,741-65.0% |
| Admin fee / account holder | $1,339 | $4,288-68.8% | $5,665-76.4% | $5,306-74.8% |