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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 | $28,398 | $49,239-42.3% | $70,462-59.7% | $79,858-64.4% |
| Participation rate | 40.0% | 69.2%-29.2pp | 75.1%-35.1pp | 69.6%-29.6pp |
| Annual return | 19.67% | 30.08%-10.4pp | 109.08%-89.4pp | 31.72%-12.0pp |
| Employer contribution / active EE | $1,030 | $2,100-50.9% | $2,737-62.4% | $2,471-58.3% |
| Participant deferral / active EE | $2,884 | $2,769+4.2% | $3,710-22.2% | $3,740-22.9% |
| Admin fee / account holder | $1,812 | $2,876-37.0% | $3,845-52.9% | $5,306-65.8% |