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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 | $28,635 | $54,541-47.5% | $78,778-63.7% | $70,126-59.2% |
| Participation rate | 41.3% | 60.8%-19.5pp | 69.2%-27.9pp | 69.5%-28.2pp |
| Annual return | 15.95% | 21.07%-5.1pp | 35.62%-19.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $947 | $1,089-13.0% | $1,986-52.3% | $2,343-59.6% |
| Participant deferral / active EE | $1,594 | $2,210-27.9% | $2,958-46.1% | $3,332-52.2% |
| Admin fee / account holder | $2,431 | $3,709-34.5% | $5,134-52.6% | $4,645-47.7% |