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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 | $86,949-25.5% | $102,460-36.8% | $80,959-20.0% |
| Participation rate | 34.5% | 72.4%-37.9pp | 76.5%-42.0pp | 67.7%-33.2pp |
| Annual return | 21.11% | 18.89%+2.2pp | 29.47%-8.4pp | 35.67%-14.6pp |
| Employer contribution / active EE | $1,140 | $2,370-51.9% | $3,025-62.3% | $2,757-58.7% |
| Participant deferral / active EE | $2,428 | $4,121-41.1% | $5,056-52.0% | $4,300-43.5% |
| Admin fee / account holder | $8,521 | $8,048+5.9% | $9,460-9.9% | $6,925+23.0% |