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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 | $36,706 | $69,273-47.0% | $90,796-59.6% | $82,637-55.6% |
| Participation rate | 25.4% | 64.0%-38.6pp | 69.5%-44.1pp | 68.1%-42.6pp |
| Annual return | 18.72% | 18.37%+0.3pp | 19.29%-0.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $902 | $1,865-51.7% | $2,294-60.7% | $2,552-64.7% |
| Participant deferral / active EE | $1,697 | $3,047-44.3% | $3,822-55.6% | $4,126-58.9% |
| Admin fee / account holder | $1,512 | $5,511-72.6% | $7,024-78.5% | $7,339-79.4% |