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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 | $30,136 | $87,059-65.4% | $105,608-71.5% | $80,925-62.8% |
| Participation rate | 46.7% | 70.4%-23.8pp | 75.3%-28.6pp | 67.7%-21.0pp |
| Annual return | 16.08% | 17.05%-1.0pp | 116.50%-100.4pp | 35.65%-19.6pp |
| Employer contribution / active EE | $1,657 | $2,396-30.9% | $3,167-47.7% | $2,756-39.9% |
| Participant deferral / active EE | $2,748 | $3,986-31.1% | $5,010-45.1% | $4,299-36.1% |
| Admin fee / account holder | $1,592 | $8,443-81.1% | $11,028-85.6% | $6,940-77.1% |