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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 | $64,747 | $86,919-25.5% | $102,457-36.8% | $80,911-20.0% |
| Participation rate | 34.5% | 72.4%-37.9pp | 76.5%-42.0pp | 67.6%-33.2pp |
| Annual return | 21.11% | 18.90%+2.2pp | 29.41%-8.3pp | 35.63%-14.5pp |
| Employer contribution / active EE | $1,140 | $2,368-51.9% | $3,022-62.3% | $2,756-58.6% |
| Participant deferral / active EE | $2,428 | $4,119-41.1% | $5,054-52.0% | $4,297-43.5% |
| Admin fee / account holder | $8,521 | $8,049+5.9% | $9,451-9.8% | $6,935+22.9% |