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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 | $31,784 | $72,486-56.2% | $87,103-63.5% | $72,976-56.4% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.9%-15.3pp | 69.5%-8.0pp |
| Annual return | 41.79% | 24.46%+17.3pp | 28.19%+13.6pp | 81.02%-39.2pp |
| Employer contribution / active EE | $1,102 | $1,894-41.8% | $2,521-56.3% | $2,440-54.9% |
| Participant deferral / active EE | $2,146 | $3,270-34.4% | $4,049-47.0% | $3,608-40.5% |
| Admin fee / account holder | $4,746 | $5,055-6.1% | $7,491-36.7% | $5,124-7.4% |