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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 | $30,734 | $58,627-47.6% | $76,735-59.9% | $82,448-62.7% |
| Participation rate | 56.7% | 63.2%-6.6pp | 69.5%-12.8pp | 68.1%-11.4pp |
| Annual return | 17.84% | 39.10%-21.3pp | 29.77%-11.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,218 | $1,729-29.6% | $2,454-50.4% | $2,551-52.3% |
| Participant deferral / active EE | $2,345 | $3,134-25.2% | $4,088-42.6% | $4,139-43.4% |
| Admin fee / account holder | $2,534 | $5,323-52.4% | $7,189-64.8% | $7,234-65.0% |