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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 | $30,687 | $58,627-47.7% | $76,735-60.0% | $82,448-62.8% |
| Participation rate | 38.7% | 63.2%-24.5pp | 69.5%-30.8pp | 68.1%-29.4pp |
| Annual return | 21.46% | 39.10%-17.6pp | 29.77%-8.3pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,698 | $1,729-1.8% | $2,454-30.8% | $2,551-33.4% |
| Participant deferral / active EE | $3,173 | $3,134+1.3% | $4,088-22.4% | $4,139-23.3% |
| Admin fee / account holder | $3,397 | $5,323-36.2% | $7,189-52.8% | $7,234-53.0% |