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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 | $33,452 | $80,983-58.7% | $96,544-65.4% | $75,177-55.5% |
| Participation rate | 52.5% | 71.8%-19.3pp | 76.0%-23.5pp | 67.2%-14.7pp |
| Annual return | 19.42% | 27.05%-7.6pp | 25.88%-6.5pp | 160.75%-141.3pp |
| Employer contribution / active EE | $1,549 | $2,282-32.1% | $2,966-47.8% | $2,671-42.0% |
| Participant deferral / active EE | $2,322 | $3,929-40.9% | $4,851-52.1% | $4,126-43.7% |
| Admin fee / account holder | $554 | $6,717-91.7% | $8,254-93.3% | $5,651-90.2% |