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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 | $29,427 | $112,729-73.9% | $98,716-70.2% | $137,256-78.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 20.10% | 38.48%-18.4pp | 31.81%-11.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $925 | $2,725-66.1% | $2,279-59.4% | $4,156-77.8% |
| Participant deferral / active EE | $2,077 | $4,640-55.2% | $4,048-48.7% | $6,407-67.6% |
| Admin fee / account holder | $1,875 | $10,129-81.5% | $8,703-78.5% | $12,270-84.7% |