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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 | $32,629 | $81,262-59.8% | $155,602-79.0% | $80,911-59.7% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 20.36% | 33.34%-13.0pp | 64.81%-44.5pp | 35.63%-15.3pp |
| Employer contribution / active EE | $1,946 | $3,102-37.3% | $4,675-58.4% | $2,756-29.4% |
| Participant deferral / active EE | $4,461 | $3,451+29.2% | $5,629-20.8% | $4,297+3.8% |
| Admin fee / account holder | $7,300 | $7,992-8.7% | $15,923-54.2% | $6,935+5.3% |