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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 | $29,600 | $58,493-49.4% | $84,021-64.8% | $72,975-59.4% |
| Participation rate | 51.6% | 61.2%-9.6pp | 69.0%-17.4pp | 69.5%-17.9pp |
| Annual return | 22.49% | 28.93%-6.4pp | 71.32%-48.8pp | 81.01%-58.5pp |
| Employer contribution / active EE | $1,397 | $1,163+20.1% | $1,984-29.6% | $2,440-42.7% |
| Participant deferral / active EE | $1,958 | $2,394-18.2% | $3,239-39.5% | $3,608-45.7% |
| Admin fee / account holder | $2,538 | $4,569-44.4% | $6,102-58.4% | $5,124-50.5% |