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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 | $34,128 | $81,504-58.1% | $102,437-66.7% | $80,959-57.8% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 17.55% | 25.60%-8.0pp | 24.95%-7.4pp | 35.67%-18.1pp |
| Employer contribution / active EE | $2,789 | $3,104-10.1% | $3,871-27.9% | $2,757+1.2% |
| Participant deferral / active EE | $3,588 | $3,871-7.3% | $5,060-29.1% | $4,300-16.6% |
| Admin fee / account holder | $4,175 | $6,719-37.9% | $8,388-50.2% | $6,925-39.7% |