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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 | $31,270 | $77,492-59.6% | $100,398-68.9% | $80,911-61.4% |
| Participation rate | 59.3% | 76.9%-17.7pp | 81.5%-22.2pp | 67.6%-8.4pp |
| Annual return | 13.17% | 37.23%-24.1pp | 49.32%-36.2pp | 35.63%-22.5pp |
| Employer contribution / active EE | $1,857 | $2,800-33.7% | $3,946-52.9% | $2,756-32.6% |
| Participant deferral / active EE | $3,845 | $6,817-43.6% | $8,084-52.4% | $4,297-10.5% |
| Admin fee / account holder | $8,014 | $5,892+36.0% | $7,893+1.5% | $6,935+15.6% |