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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 | $28,866 | $81,262-64.5% | $155,602-81.4% | $80,911-64.3% |
| Participation rate | 45.5% | 66.2%-20.8pp | 78.2%-32.7pp | 67.6%-22.2pp |
| Annual return | 17.13% | 33.34%-16.2pp | 64.81%-47.7pp | 35.63%-18.5pp |
| Employer contribution / active EE | $2,255 | $3,102-27.3% | $4,675-51.8% | $2,756-18.2% |
| Participant deferral / active EE | $4,290 | $3,451+24.3% | $5,629-23.8% | $4,297-0.2% |
| Admin fee / account holder | $421 | $7,992-94.7% | $15,923-97.4% | $6,935-93.9% |