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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 | $31,710 | $86,050-63.1% | $189,758-83.3% | $94,015-66.3% |
| Participation rate | 48.4% | 68.9%-20.5pp | 79.8%-31.4pp | 70.8%-22.4pp |
| Annual return | 15.89% | 17.77%-1.9pp | 52.62%-36.7pp | 17.84%-2.0pp |
| Employer contribution / active EE | $1,520 | $2,819-46.1% | $4,767-68.1% | $2,790-45.5% |
| Participant deferral / active EE | $2,516 | $3,349-24.9% | $5,856-57.0% | $4,249-40.8% |
| Admin fee / account holder | $2,337 | $6,627-64.7% | $20,388-88.5% | $8,951-73.9% |