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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 | $44,153 | $51,283-13.9% | $95,740-53.9% | $71,511-38.3% |
| Participation rate | 29.8% | 63.1%-33.3pp | 72.3%-42.5pp | 67.9%-38.2pp |
| Annual return | 27.61% | 25.25%+2.4pp | 28.41%-0.8pp | 28.86%-1.2pp |
| Employer contribution / active EE | $1,217 | $1,817-33.0% | $2,836-57.1% | $2,589-53.0% |
| Participant deferral / active EE | $2,055 | $3,365-38.9% | $4,244-51.6% | $4,291-52.1% |
| Admin fee / account holder | $488 | $1,135-57.0% | $5,676-91.4% | $1,588-69.3% |