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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 | $44,568 | $63,845-30.2% | $81,370-45.2% | $80,959-45.0% |
| Participation rate | 24.4% | 63.9%-39.4pp | 69.5%-45.1pp | 67.7%-43.2pp |
| Annual return | 13.63% | 16.37%-2.7pp | 24.85%-11.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,359 | $1,980-31.4% | $2,464-44.8% | $2,757-50.7% |
| Participant deferral / active EE | $2,192 | $3,093-29.1% | $3,885-43.6% | $4,300-49.0% |
| Admin fee / account holder | $2,494 | $5,688-56.2% | $5,749-56.6% | $6,925-64.0% |