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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 | $28,932 | $80,983-64.3% | $96,544-70.0% | $75,177-61.5% |
| Participation rate | 55.4% | 71.8%-16.4pp | 76.0%-20.6pp | 67.2%-11.8pp |
| Annual return | 20.32% | 27.05%-6.7pp | 25.88%-5.6pp | 160.75%-140.4pp |
| Employer contribution / active EE | $1,827 | $2,282-19.9% | $2,966-38.4% | $2,671-31.6% |
| Participant deferral / active EE | $2,706 | $3,929-31.1% | $4,851-44.2% | $4,126-34.4% |
| Admin fee / account holder | $7,115 | $6,717+5.9% | $8,254-13.8% | $5,651+25.9% |