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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 | $43,460 | $36,948+17.6% | $73,658-41.0% | $87,485-50.3% |
| Participation rate | 29.0% | 46.8%-17.8pp | 57.0%-28.0pp | 68.9%-39.9pp |
| Annual return | 17.95% | 28.64%-10.7pp | 29.72%-11.8pp | 26.06%-8.1pp |
| Employer contribution / active EE | $536 | $670-20.1% | $1,032-48.1% | $2,596-79.4% |
| Participant deferral / active EE | $1,378 | $1,379-0.1% | $2,062-33.2% | $4,274-67.8% |
| Admin fee / account holder | $1,141 | $2,531-54.9% | $3,357-66.0% | $7,775-85.3% |