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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 | $28,754 | $81,262-64.6% | $155,602-81.5% | $80,911-64.5% |
| Participation rate | 64.8% | 66.2%-1.4pp | 78.2%-13.4pp | 67.6%-2.9pp |
| Annual return | 15.45% | 33.34%-17.9pp | 64.81%-49.4pp | 35.63%-20.2pp |
| Employer contribution / active EE | $1,632 | $3,102-47.4% | $4,675-65.1% | $2,756-40.8% |
| Participant deferral / active EE | $3,206 | $3,451-7.1% | $5,629-43.0% | $4,297-25.4% |
| Admin fee / account holder | $2,181 | $7,992-72.7% | $15,923-86.3% | $6,935-68.5% |