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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 | $36,070 | $57,140-36.9% | $85,240-57.7% | $80,959-55.4% |
| Participation rate | 44.6% | 56.4%-11.8pp | 67.5%-22.9pp | 67.7%-23.1pp |
| Annual return | 22.96% | 21.71%+1.2pp | 66.75%-43.8pp | 35.67%-12.7pp |
| Employer contribution / active EE | $1,567 | $1,802-13.1% | $2,735-42.7% | $2,757-43.2% |
| Participant deferral / active EE | $2,998 | $3,115-3.8% | $4,527-33.8% | $4,300-30.3% |
| Admin fee / account holder | $1,823 | $4,992-63.5% | $6,165-70.4% | $6,925-73.7% |