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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 | $28,807 | $71,230-59.6% | $93,727-69.3% | $80,959-64.4% |
| Participation rate | 52.4% | 60.4%-8.0pp | 68.7%-16.3pp | 67.7%-15.3pp |
| Annual return | 20.16% | 11.26%+8.9pp | 133.83%-113.7pp | 35.67%-15.5pp |
| Employer contribution / active EE | $994 | $1,565-36.5% | $2,421-58.9% | $2,757-63.9% |
| Participant deferral / active EE | $2,344 | $4,037-41.9% | $4,417-46.9% | $4,300-45.5% |
| Admin fee / account holder | $9,442 | $6,961+35.6% | $8,292+13.9% | $6,925+36.3% |