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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 | $29,186 | $81,262-64.1% | $155,602-81.2% | $80,911-63.9% |
| Participation rate | 44.8% | 66.2%-21.5pp | 78.2%-33.4pp | 67.6%-22.9pp |
| Annual return | 21.85% | 33.34%-11.5pp | 64.81%-43.0pp | 35.63%-13.8pp |
| Employer contribution / active EE | $1,425 | $3,102-54.1% | $4,675-69.5% | $2,756-48.3% |
| Participant deferral / active EE | $3,302 | $3,451-4.3% | $5,629-41.3% | $4,297-23.2% |
| Admin fee / account holder | $1,983 | $7,992-75.2% | $15,923-87.5% | $6,935-71.4% |