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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 | $29,028 | $41,016-29.2% | $152,093-80.9% | $64,097-54.7% |
| Participation rate | 44.8% | 51.3%-6.5pp | 77.8%-32.9pp | 55.2%-10.4pp |
| Annual return | 18.69% | 39.60%-20.9pp | 66.36%-47.7pp | 34.64%-15.9pp |
| Employer contribution / active EE | $1,410 | $1,342+5.0% | $4,175-66.2% | $1,891-25.5% |
| Participant deferral / active EE | $2,457 | $1,927+27.4% | $5,451-54.9% | $3,080-20.2% |
| Admin fee / account holder | $863 | $2,305-62.6% | $14,497-94.0% | $3,454-75.0% |