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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 | $30,008 | $63,314-52.6% | $91,004-67.0% | $62,293-51.8% |
| Participation rate | 40.3% | 73.3%-33.0pp | 75.6%-35.3pp | 69.5%-29.2pp |
| Annual return | 27.18% | 21.00%+6.2pp | 4.60%+22.6pp | 28.90%-1.7pp |
| Employer contribution / active EE | $1,225 | $1,807-32.2% | $2,456-50.1% | $2,042-40.0% |
| Participant deferral / active EE | $2,099 | $2,944-28.7% | $3,548-40.8% | $3,169-33.8% |
| Admin fee / account holder | $2,177 | $468+365.6% | $5,417-59.8% | $479+354.2% |