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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 | $31,878 | $76,696-58.4% | $96,538-67.0% | $71,529-55.4% |
| Participation rate | 44.5% | 66.6%-22.0pp | 74.3%-29.8pp | 67.9%-23.4pp |
| Annual return | 17.87% | 48.32%-30.5pp | 35.74%-17.9pp | 28.97%-11.1pp |
| Employer contribution / active EE | $2,257 | $3,032-25.6% | $3,740-39.7% | $2,590-12.9% |
| Participant deferral / active EE | $3,802 | $3,770+0.8% | $4,880-22.1% | $4,291-11.4% |
| Admin fee / account holder | $3,895 | $2,030+91.9% | $6,737-42.2% | $1,588+145.2% |