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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 | $30,413 | $64,501-52.8% | $108,753-72.0% | $65,306-53.4% |
| Participation rate | 29.9% | 50.8%-20.9pp | 71.1%-41.1pp | 57.7%-27.7pp |
| Annual return | 22.34% | 21.09%+1.3pp | 37.47%-15.1pp | 21.94%+0.4pp |
| Employer contribution / active EE | $1,112 | $1,069+4.0% | $2,427-54.2% | $1,967-43.5% |
| Participant deferral / active EE | $2,283 | $2,401-4.9% | $4,115-44.5% | $2,959-22.9% |
| Admin fee / account holder | $3,140 | $4,971-36.8% | $10,320-69.6% | $3,480-9.8% |