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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 | $28,912 | $66,673-56.6% | $203,872-85.8% | $65,306-55.7% |
| Participation rate | 47.1% | 53.8%-6.7pp | 77.8%-30.7pp | 57.7%-10.6pp |
| Annual return | 18.63% | 15.81%+2.8pp | 85.11%-66.5pp | 21.94%-3.3pp |
| Employer contribution / active EE | $1,256 | $1,702-26.2% | $3,757-66.6% | $1,967-36.2% |
| Participant deferral / active EE | $2,368 | $2,944-19.6% | $6,388-62.9% | $2,959-20.0% |
| Admin fee / account holder | $1,703 | $5,686-70.0% | $11,730-85.5% | $3,480-51.1% |