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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 | $29,078 | $49,249-41.0% | $70,476-58.7% | $79,852-63.6% |
| Participation rate | 53.6% | 69.2%-15.6pp | 75.1%-21.5pp | 69.6%-16.1pp |
| Annual return | 23.07% | 30.09%-7.0pp | 109.12%-86.0pp | 31.72%-8.6pp |
| Employer contribution / active EE | $2,247 | $2,100+7.0% | $2,738-17.9% | $2,471-9.1% |
| Participant deferral / active EE | $4,422 | $2,769+59.7% | $3,710+19.2% | $3,740+18.2% |
| Admin fee / account holder | $4,131 | $2,878+43.5% | $3,847+7.4% | $5,306-22.2% |