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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 | $59,672 | $81,446-26.7% | $103,374-42.3% | $80,874-26.2% |
| Participation rate | 38.3% | 66.9%-28.5pp | 74.5%-36.2pp | 67.6%-29.3pp |
| Annual return | 10.46% | 25.57%-15.1pp | 24.89%-14.4pp | 35.62%-25.2pp |
| Employer contribution / active EE | $1,483 | $3,107-52.3% | $3,869-61.7% | $2,756-46.2% |
| Participant deferral / active EE | $2,221 | $3,870-42.6% | $5,058-56.1% | $4,297-48.3% |
| Admin fee / account holder | $430 | $6,715-93.6% | $8,394-94.9% | $6,935-93.8% |