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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 | $49,740 | $54,297-8.4% | $97,032-48.7% | $65,306-23.8% |
| Participation rate | 34.4% | 42.3%-7.9pp | 71.6%-37.2pp | 57.7%-23.3pp |
| Annual return | 12.98% | 21.17%-8.2pp | 35.38%-22.4pp | 21.94%-9.0pp |
| Employer contribution / active EE | $706 | $1,365-48.3% | $2,629-73.2% | $1,967-64.1% |
| Participant deferral / active EE | $1,534 | $2,259-32.1% | $4,672-67.2% | $2,959-48.2% |
| Admin fee / account holder | $4,116 | $3,744+9.9% | $9,418-56.3% | $3,480+18.3% |