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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 | $46,681 | $71,230-34.5% | $93,727-50.2% | $80,959-42.3% |
| Participation rate | 30.6% | 60.4%-29.8pp | 68.7%-38.2pp | 67.7%-37.1pp |
| Annual return | 13.24% | 11.26%+2.0pp | 133.83%-120.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,300 | $1,565-17.0% | $2,421-46.3% | $2,757-52.9% |
| Participant deferral / active EE | $2,696 | $4,037-33.2% | $4,417-39.0% | $4,300-37.3% |
| Admin fee / account holder | $938 | $6,961-86.5% | $8,292-88.7% | $6,925-86.5% |