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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 | $29,432 | $71,197-58.7% | $93,669-68.6% | $80,925-63.6% |
| Participation rate | 40.5% | 60.4%-19.9pp | 68.7%-28.2pp | 67.7%-27.1pp |
| Annual return | 11.40% | 11.27%+0.1pp | 133.59%-122.2pp | 35.65%-24.2pp |
| Employer contribution / active EE | $1,580 | $1,565+1.0% | $2,424-34.8% | $2,756-42.7% |
| Participant deferral / active EE | $2,192 | $4,036-45.7% | $4,416-50.4% | $4,299-49.0% |
| Admin fee / account holder | $2,970 | $6,959-57.3% | $8,291-64.2% | $6,940-57.2% |