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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 | $30,534 | $115,225-73.5% | $100,712-69.7% | $138,895-78.0% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.3%-29.3pp | 79.9%-39.9pp |
| Annual return | 25.00% | 40.35%-15.4pp | 33.27%-8.3pp | 145.39%-120.4pp |
| Employer contribution / active EE | $1,192 | $2,771-57.0% | $2,313-48.5% | $4,194-71.6% |
| Participant deferral / active EE | $2,872 | $4,699-38.9% | $4,085-29.7% | $6,396-55.1% |
| Admin fee / account holder | $10,510 | $10,844-3.1% | $9,256+13.5% | $12,562-16.3% |