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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 | $33,232 | $62,672-47.0% | $185,117-82.0% | $70,126-52.6% |
| Participation rate | 43.4% | 63.8%-20.4pp | 77.3%-33.8pp | 69.5%-26.1pp |
| Annual return | 27.11% | 40.79%-13.7pp | 40.50%-13.4pp | 73.15%-46.0pp |
| Employer contribution / active EE | $1,797 | $1,753+2.5% | $4,182-57.0% | $2,343-23.3% |
| Participant deferral / active EE | $2,561 | $3,272-21.7% | $5,045-49.2% | $3,332-23.1% |
| Admin fee / account holder | $3,828 | $3,932-2.6% | $8,159-53.1% | $4,645-17.6% |