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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 | $31,006 | $87,166-64.4% | $76,735-59.6% | $137,256-77.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 20.61% | 26.50%-5.9pp | 29.77%-9.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $925 | $2,904-68.2% | $2,454-62.3% | $4,156-77.8% |
| Participant deferral / active EE | $4,623 | $4,726-2.2% | $4,088+13.1% | $6,407-27.8% |
| Admin fee / account holder | $321 | $8,403-96.2% | $7,189-95.5% | $12,270-97.4% |