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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 | $34,073 | $87,059-60.9% | $105,608-67.7% | $80,925-57.9% |
| Participation rate | 28.1% | 70.4%-42.4pp | 75.3%-47.2pp | 67.7%-39.6pp |
| Annual return | 15.10% | 17.05%-2.0pp | 116.50%-101.4pp | 35.65%-20.6pp |
| Employer contribution / active EE | $1,841 | $2,396-23.2% | $3,167-41.9% | $2,756-33.2% |
| Participant deferral / active EE | $3,306 | $3,986-17.1% | $5,010-34.0% | $4,299-23.1% |
| Admin fee / account holder | $2,345 | $8,443-72.2% | $11,028-78.7% | $6,940-66.2% |