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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 | $29,192 | $57,140-48.9% | $85,240-65.8% | $80,959-63.9% |
| Participation rate | 56.3% | 56.4%-0.2pp | 67.5%-11.3pp | 67.7%-11.4pp |
| Annual return | 14.90% | 21.71%-6.8pp | 66.75%-51.9pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,361 | $1,802-24.4% | $2,735-50.2% | $2,757-50.6% |
| Participant deferral / active EE | $2,832 | $3,115-9.1% | $4,527-37.5% | $4,300-34.2% |
| Admin fee / account holder | $1,690 | $4,992-66.1% | $6,165-72.6% | $6,925-75.6% |