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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 | $31,223 | $106,524-70.7% | $152,301-79.5% | $87,485-64.3% |
| Participation rate | 48.5% | 75.8%-27.3pp | 82.4%-34.0pp | 68.9%-20.4pp |
| Annual return | 26.49% | 26.89%-0.4pp | 80.50%-54.0pp | 26.06%+0.4pp |
| Employer contribution / active EE | $1,924 | $3,371-42.9% | $4,624-58.4% | $2,596-25.9% |
| Participant deferral / active EE | $2,796 | $6,525-57.2% | $8,004-65.1% | $4,274-34.6% |
| Admin fee / account holder | $1,749 | $8,287-78.9% | $14,398-87.9% | $7,775-77.5% |