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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 | $59,440-50.9% | $78,004-62.6% | $82,637-64.7% |
| Participation rate | 38.0% | 62.8%-24.8pp | 69.4%-31.4pp | 68.1%-30.0pp |
| Annual return | 64.45% | 40.24%+24.2pp | 31.07%+33.4pp | 53.51%+10.9pp |
| Employer contribution / active EE | $1,619 | $1,750-7.5% | $2,469-34.4% | $2,552-36.5% |
| Participant deferral / active EE | $2,970 | $3,138-5.4% | $4,092-27.4% | $4,126-28.0% |
| Admin fee / account holder | $1,353 | $5,504-75.4% | $7,578-82.1% | $7,339-81.6% |