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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 | $29,338 | $65,582-55.3% | $64,099-54.2% | $71,495-59.0% |
| Participation rate | 30.8% | 73.2%-42.4pp | 72.3%-41.5pp | 67.9%-37.2pp |
| Annual return | 38.11% | 18.96%+19.2pp | 33.70%+4.4pp | 28.85%+9.3pp |
| Employer contribution / active EE | $956 | $2,671-64.2% | $2,748-65.2% | $2,589-63.1% |
| Participant deferral / active EE | $2,554 | $3,628-29.6% | $3,881-34.2% | $4,291-40.5% |
| Admin fee / account holder | $417 | $616-32.3% | $3,070-86.4% | $1,588-73.7% |