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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 | $30,841 | $46,877-34.2% | $122,354-74.8% | $70,126-56.0% |
| Participation rate | 47.3% | 58.2%-10.9pp | 71.6%-24.4pp | 69.5%-22.3pp |
| Annual return | 18.66% | 24.22%-5.6pp | 30.28%-11.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $602 | $1,288-53.3% | $4,051-85.1% | $2,343-74.3% |
| Participant deferral / active EE | $2,244 | $2,167+3.5% | $3,287-31.7% | $3,332-32.6% |
| Admin fee / account holder | $353 | $3,324-89.4% | $5,479-93.6% | $4,645-92.4% |