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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 | $28,462 | $84,953-66.5% | $163,379-82.6% | $82,637-65.6% |
| Participation rate | 52.2% | 65.9%-13.8pp | 76.8%-24.6pp | 68.1%-15.9pp |
| Annual return | 32.22% | 23.07%+9.1pp | 63.41%-31.2pp | 53.51%-21.3pp |
| Employer contribution / active EE | $878 | $2,183-59.8% | $3,752-76.6% | $2,552-65.6% |
| Participant deferral / active EE | $3,246 | $4,326-25.0% | $6,282-48.3% | $4,126-21.3% |
| Admin fee / account holder | $3,837 | $7,921-51.6% | $9,818-60.9% | $7,339-47.7% |