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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 | $20,187 | $47,944-57.9% | $67,834-70.2% | $62,881-67.9% |
| Participation rate | 43.1% | 61.1%-18.0pp | 68.8%-25.7pp | 69.3%-26.2pp |
| Annual return | 29.32% | 11.77%+17.6pp | 138.47%-109.2pp | 20.14%+9.2pp |
| Employer contribution / active EE | $1,571 | $1,562+0.6% | $2,403-34.6% | $2,281-31.1% |
| Participant deferral / active EE | $2,242 | $2,247-0.2% | $3,160-29.1% | $3,203-30.0% |
| Admin fee / account holder | $3,175 | $3,712-14.5% | $4,622-31.3% | $4,296-26.1% |