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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 | $31,378 | $69,590-54.9% | $136,867-77.1% | $94,015-66.6% |
| Participation rate | 46.7% | 66.3%-19.7pp | 74.5%-27.9pp | 70.8%-24.2pp |
| Annual return | 17.93% | 19.62%-1.7pp | 42.97%-25.0pp | 17.84%+0.1pp |
| Employer contribution / active EE | $1,910 | $2,396-20.3% | $3,547-46.2% | $2,790-31.5% |
| Participant deferral / active EE | $2,944 | $3,437-14.3% | $4,924-40.2% | $4,249-30.7% |
| Admin fee / account holder | $4,912 | $8,912-44.9% | $10,340-52.5% | $8,951-45.1% |