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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 | $46,152 | $51,283-10.0% | $95,740-51.8% | $71,511-35.5% |
| Participation rate | 32.2% | 63.1%-30.9pp | 72.3%-40.1pp | 67.9%-35.8pp |
| Annual return | 18.99% | 25.25%-6.3pp | 28.41%-9.4pp | 28.86%-9.9pp |
| Employer contribution / active EE | $682 | $1,817-62.5% | $2,836-76.0% | $2,589-73.7% |
| Participant deferral / active EE | $1,342 | $3,365-60.1% | $4,244-68.4% | $4,291-68.7% |
| Admin fee / account holder | $1,544 | $1,135+36.0% | $5,676-72.8% | $1,588-2.8% |