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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 | $33,081 | $54,541-39.3% | $78,778-58.0% | $70,124-52.8% |
| Participation rate | 45.2% | 60.8%-15.6pp | 69.2%-24.0pp | 69.5%-24.4pp |
| Annual return | 19.76% | 21.07%-1.3pp | 35.62%-15.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $886 | $1,089-18.6% | $1,986-55.4% | $2,342-62.2% |
| Participant deferral / active EE | $1,832 | $2,210-17.1% | $2,958-38.1% | $3,332-45.0% |
| Admin fee / account holder | $1,117 | $3,709-69.9% | $5,134-78.2% | $4,645-76.0% |