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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 | $33,454 | $136,860-75.6% | $120,344-72.2% | $154,746-78.4% |
| Participation rate | 47.4% | 79.9%-32.5pp | 76.7%-29.3pp | 80.7%-33.3pp |
| Annual return | 24.58% | 21.38%+3.2pp | 20.30%+4.3pp | 172.34%-147.8pp |
| Employer contribution / active EE | $1,913 | $3,533-45.9% | $3,020-36.7% | $4,379-56.3% |
| Participant deferral / active EE | $3,580 | $5,793-38.2% | $5,135-30.3% | $6,730-46.8% |
| Admin fee / account holder | $1,146 | $15,393-92.6% | $12,742-91.0% | $14,365-92.0% |