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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 | $31,718 | $54,757-42.1% | $90,304-64.9% | $72,975-56.5% |
| Participation rate | 57.6% | 65.2%-7.6pp | 73.3%-15.7pp | 69.5%-11.9pp |
| Annual return | 22.08% | 30.63%-8.6pp | 78.13%-56.1pp | 81.01%-58.9pp |
| Employer contribution / active EE | $1,346 | $2,093-35.7% | $2,855-52.9% | $2,440-44.8% |
| Participant deferral / active EE | $2,276 | $2,887-21.2% | $3,885-41.4% | $3,608-36.9% |
| Admin fee / account holder | $6,808 | $3,973+71.3% | $5,354+27.2% | $5,124+32.9% |