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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 | $29,170 | $58,627-50.2% | $76,735-62.0% | $82,448-64.6% |
| Participation rate | 38.0% | 63.2%-25.2pp | 69.5%-31.5pp | 68.1%-30.0pp |
| Annual return | 64.45% | 39.10%+25.4pp | 29.77%+34.7pp | 41.64%+22.8pp |
| Employer contribution / active EE | $1,619 | $1,729-6.3% | $2,454-34.0% | $2,551-36.5% |
| Participant deferral / active EE | $2,970 | $3,134-5.2% | $4,088-27.3% | $4,139-28.2% |
| Admin fee / account holder | $1,353 | $5,323-74.6% | $7,189-81.2% | $7,234-81.3% |