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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 | $29,268 | $57,073-48.7% | $85,126-65.6% | $80,925-63.8% |
| Participation rate | 32.4% | 56.4%-24.0pp | 67.5%-35.2pp | 67.7%-35.3pp |
| Annual return | 18.13% | 21.69%-3.6pp | 66.63%-48.5pp | 35.65%-17.5pp |
| Employer contribution / active EE | $1,279 | $1,801-29.0% | $2,731-53.2% | $2,756-53.6% |
| Participant deferral / active EE | $2,704 | $3,113-13.1% | $4,523-40.2% | $4,299-37.1% |
| Admin fee / account holder | $8,338 | $4,988+67.2% | $6,160+35.4% | $6,940+20.1% |