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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 | $38,002 | $81,403-53.3% | $147,027-74.2% | $87,485-56.6% |
| Participation rate | 47.1% | 63.4%-16.4pp | 73.7%-26.7pp | 68.9%-21.9pp |
| Annual return | 16.86% | 16.51%+0.3pp | 20.23%-3.4pp | 26.06%-9.2pp |
| Employer contribution / active EE | $544 | $2,205-75.3% | $3,626-85.0% | $2,596-79.1% |
| Participant deferral / active EE | $2,703 | $3,315-18.5% | $4,933-45.2% | $4,274-36.8% |
| Admin fee / account holder | $376 | $6,755-94.4% | $12,223-96.9% | $7,775-95.2% |