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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 | $29,504 | $58,848-49.9% | $88,179-66.5% | $82,637-64.3% |
| Participation rate | 57.1% | 57.9%-0.8pp | 69.1%-12.0pp | 68.1%-10.9pp |
| Annual return | 19.46% | 22.76%-3.3pp | 64.97%-45.5pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,066 | $1,678-36.5% | $2,549-58.2% | $2,552-58.2% |
| Participant deferral / active EE | $2,434 | $3,124-22.1% | $4,614-47.3% | $4,126-41.0% |
| Admin fee / account holder | $2,368 | $4,795-50.6% | $7,673-69.1% | $7,339-67.7% |