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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 | $34,419 | $86,938-60.4% | $102,423-66.4% | $80,925-57.5% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 13.35% | 18.89%-5.5pp | 29.42%-16.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,504 | $2,369-36.5% | $3,023-50.2% | $2,756-45.4% |
| Participant deferral / active EE | $3,095 | $4,120-24.9% | $5,054-38.8% | $4,299-28.0% |
| Admin fee / account holder | $3,244 | $8,053-59.7% | $9,455-65.7% | $6,940-53.3% |