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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 | $42,656 | $49,025-13.0% | $87,502-51.3% | $62,881-32.2% |
| Participation rate | 36.5% | 64.9%-28.3pp | 73.8%-37.3pp | 69.3%-32.8pp |
| Annual return | 9.86% | 10.02%-0.2pp | 12.21%-2.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,074 | $1,372-21.7% | $2,550-57.9% | $2,281-52.9% |
| Participant deferral / active EE | $2,079 | $2,289-9.2% | $3,149-34.0% | $3,203-35.1% |
| Admin fee / account holder | $633 | $4,065-84.4% | $4,221-85.0% | $4,296-85.3% |