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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 | $33,413 | $93,055-64.1% | $153,643-78.3% | $80,935-58.7% |
| Participation rate | 52.9% | 69.0%-16.1pp | 77.1%-24.2pp | 67.7%-14.8pp |
| Annual return | 11.72% | 19.97%-8.3pp | 15.71%-4.0pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,751 | $3,504-50.0% | $5,039-65.3% | $2,757-36.5% |
| Participant deferral / active EE | $3,072 | $5,172-40.6% | $6,754-54.5% | $4,299-28.6% |
| Admin fee / account holder | $2,592 | $8,881-70.8% | $12,739-79.7% | $6,924-62.6% |