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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 | $29,671 | $75,541-60.7% | $152,093-80.5% | $82,637-64.1% |
| Participation rate | 46.4% | 66.5%-20.2pp | 77.8%-31.4pp | 68.1%-21.7pp |
| Annual return | 16.48% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,087 | $2,622-20.4% | $4,175-50.0% | $2,552-18.2% |
| Participant deferral / active EE | $2,739 | $3,206-14.6% | $5,451-49.8% | $4,126-33.6% |
| Admin fee / account holder | $1,292 | $6,405-79.8% | $14,497-91.1% | $7,339-82.4% |