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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 | $32,966 | $67,602-51.2% | $82,312-60.0% | $70,126-53.0% |
| Participation rate | 57.9% | 72.8%-14.9pp | 76.9%-19.0pp | 69.5%-11.6pp |
| Annual return | 16.85% | 21.57%-4.7pp | 25.88%-9.0pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,124 | $1,755-36.0% | $2,428-53.7% | $2,343-52.0% |
| Participant deferral / active EE | $2,374 | $2,987-20.5% | $3,706-35.9% | $3,332-28.7% |
| Admin fee / account holder | $2,766 | $4,512-38.7% | $5,608-50.7% | $4,645-40.4% |