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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 | $81,331-64.5% | $155,534-81.4% | $80,935-64.3% |
| Participation rate | 45.5% | 66.3%-20.8pp | 78.2%-32.8pp | 67.7%-22.2pp |
| Annual return | 17.13% | 33.37%-16.2pp | 64.92%-47.8pp | 35.66%-18.5pp |
| Employer contribution / active EE | $2,255 | $3,105-27.4% | $4,675-51.8% | $2,757-18.2% |
| Participant deferral / active EE | $4,290 | $3,454+24.2% | $5,630-23.8% | $4,299-0.2% |
| Admin fee / account holder | $421 | $7,999-94.7% | $15,900-97.4% | $6,924-93.9% |