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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 | $28,748 | $51,202-43.9% | $70,548-59.3% | $75,181-61.8% |
| Participation rate | 28.9% | 61.0%-32.1pp | 68.3%-39.5pp | 67.2%-38.3pp |
| Annual return | 20.66% | 30.05%-9.4pp | 32.78%-12.1pp | 160.69%-140.0pp |
| Employer contribution / active EE | $782 | $1,827-57.2% | $2,975-73.7% | $2,671-70.7% |
| Participant deferral / active EE | $2,362 | $2,850-17.1% | $4,567-48.3% | $4,126-42.8% |
| Admin fee / account holder | $1,379 | $4,094-66.3% | $6,424-78.5% | $5,650-75.6% |