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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 | $38,552 | $67,638-43.0% | $133,346-71.1% | $69,733-44.7% |
| Participation rate | 50.4% | 54.3%-3.9pp | 72.8%-22.4pp | 62.5%-12.1pp |
| Annual return | 16.65% | 13.38%+3.3pp | 36.85%-20.2pp | 15.22%+1.4pp |
| Employer contribution / active EE | $879 | $1,177-25.4% | $2,853-69.2% | $2,250-60.9% |
| Participant deferral / active EE | $2,014 | $2,567-21.5% | $4,332-53.5% | $3,054-34.1% |
| Admin fee / account holder | $2,121 | $4,814-55.9% | $14,264-85.1% | $3,102-31.6% |