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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 | $28,450 | $81,358-65.0% | $155,556-81.7% | $80,959-64.9% |
| Participation rate | 48.6% | 66.3%-17.7pp | 78.2%-29.7pp | 67.7%-19.1pp |
| Annual return | 31.07% | 33.39%-2.3pp | 64.84%-33.8pp | 35.67%-4.6pp |
| Employer contribution / active EE | $1,408 | $3,106-54.7% | $4,675-69.9% | $2,757-48.9% |
| Participant deferral / active EE | $2,057 | $3,455-40.5% | $5,631-63.5% | $4,300-52.2% |
| Admin fee / account holder | $4,456 | $7,994-44.3% | $15,885-71.9% | $6,925-35.7% |