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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 | $35,068 | $51,207-31.5% | $70,565-50.3% | $75,177-53.4% |
| Participation rate | 50.0% | 61.0%-11.0pp | 68.4%-18.4pp | 67.2%-17.2pp |
| Annual return | 18.74% | 30.05%-11.3pp | 32.79%-14.1pp | 160.75%-142.0pp |
| Employer contribution / active EE | $1,493 | $1,826-18.2% | $2,976-49.8% | $2,671-44.1% |
| Participant deferral / active EE | $2,532 | $2,850-11.1% | $4,568-44.6% | $4,126-38.6% |
| Admin fee / account holder | $3,108 | $4,097-24.1% | $6,430-51.7% | $5,651-45.0% |