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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 | $35,081 | $86,940-59.6% | $102,434-65.8% | $80,935-56.7% |
| Participation rate | 54.9% | 72.4%-17.5pp | 76.5%-21.6pp | 67.7%-12.8pp |
| Annual return | 15.53% | 18.89%-3.4pp | 29.46%-13.9pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,047 | $2,370-55.8% | $3,023-65.4% | $2,757-62.0% |
| Participant deferral / active EE | $3,195 | $4,121-22.5% | $5,055-36.8% | $4,299-25.7% |
| Admin fee / account holder | $467 | $8,047-94.2% | $9,462-95.1% | $6,924-93.3% |