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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 | $29,610 | $65,395-54.7% | $182,540-83.8% | $72,975-59.4% |
| Participation rate | 29.3% | 65.4%-36.2pp | 78.0%-48.7pp | 69.5%-40.2pp |
| Annual return | 22.65% | 27.68%-5.0pp | 148.58%-125.9pp | 81.01%-58.4pp |
| Employer contribution / active EE | $753 | $1,911-60.6% | $4,076-81.5% | $2,440-69.2% |
| Participant deferral / active EE | $2,026 | $3,563-43.1% | $5,525-63.3% | $3,608-43.8% |
| Admin fee / account holder | $1,147 | $4,245-73.0% | $8,593-86.7% | $5,124-77.6% |