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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 | $30,289 | $57,541-47.4% | $95,740-68.4% | $75,173-59.7% |
| Participation rate | 47.6% | 62.5%-15.0pp | 72.3%-24.7pp | 67.2%-19.6pp |
| Annual return | 24.46% | 34.93%-10.5pp | 28.41%-4.0pp | 160.72%-136.3pp |
| Employer contribution / active EE | $1,414 | $1,808-21.8% | $2,836-50.1% | $2,671-47.1% |
| Participant deferral / active EE | $2,460 | $3,074-20.0% | $4,244-42.0% | $4,126-40.4% |
| Admin fee / account holder | $2,220 | $4,099-45.8% | $5,676-60.9% | $5,651-60.7% |