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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 | $31,279 | $58,627-46.6% | $76,735-59.2% | $82,448-62.1% |
| Participation rate | 33.3% | 63.2%-29.9pp | 69.5%-36.2pp | 68.1%-34.7pp |
| Annual return | 15.30% | 39.10%-23.8pp | 29.77%-14.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,208 | $1,729-30.1% | $2,454-50.8% | $2,551-52.6% |
| Participant deferral / active EE | $2,788 | $3,134-11.0% | $4,088-31.8% | $4,139-32.6% |
| Admin fee / account holder | $6,971 | $5,323+31.0% | $7,189-3.0% | $7,234-3.6% |