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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 | $30,022 | $62,672-52.1% | $185,117-83.8% | $70,124-57.2% |
| Participation rate | 32.5% | 63.8%-31.3pp | 77.3%-44.8pp | 69.5%-37.0pp |
| Annual return | 20.71% | 40.79%-20.1pp | 40.50%-19.8pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,772 | $1,753+1.1% | $4,182-57.6% | $2,342-24.4% |
| Participant deferral / active EE | $2,979 | $3,272-8.9% | $5,045-40.9% | $3,332-10.6% |
| Admin fee / account holder | $1,788 | $3,932-54.5% | $8,159-78.1% | $4,645-61.5% |