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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 | $28,829 | $65,041-55.7% | $90,965-68.3% | $79,858-63.9% |
| Participation rate | 51.1% | 61.6%-10.5pp | 69.0%-17.9pp | 69.6%-18.6pp |
| Annual return | 23.24% | 30.45%-7.2pp | 134.57%-111.3pp | 31.72%-8.5pp |
| Employer contribution / active EE | $1,573 | $1,247+26.1% | $2,122-25.9% | $2,471-36.4% |
| Participant deferral / active EE | $2,869 | $2,512+14.2% | $3,373-14.9% | $3,740-23.3% |
| Admin fee / account holder | $1,539 | $4,536-66.1% | $5,960-74.2% | $5,306-71.0% |