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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 | $51,892 | $72,471-28.4% | $94,215-44.9% | $86,983-40.3% |
| Participation rate | 36.0% | 63.9%-27.9pp | 70.0%-34.0pp | 69.5%-33.5pp |
| Annual return | 18.43% | 26.44%-8.0pp | 28.22%-9.8pp | 25.83%-7.4pp |
| Employer contribution / active EE | $884 | $1,936-54.3% | $2,675-66.9% | $2,584-65.8% |
| Participant deferral / active EE | $2,578 | $3,397-24.1% | $4,276-39.7% | $4,194-38.5% |
| Admin fee / account holder | $3,595 | $6,468-44.4% | $10,216-64.8% | $7,856-54.2% |