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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 | $33,616 | $69,590-51.7% | $136,867-75.4% | $94,015-64.2% |
| Participation rate | 50.0% | 66.3%-16.3pp | 74.5%-24.5pp | 70.8%-20.8pp |
| Annual return | 18.55% | 19.62%-1.1pp | 42.97%-24.4pp | 17.84%+0.7pp |
| Employer contribution / active EE | $1,871 | $2,396-21.9% | $3,547-47.3% | $2,790-32.9% |
| Participant deferral / active EE | $2,336 | $3,437-32.0% | $4,924-52.6% | $4,249-45.0% |
| Admin fee / account holder | $1,118 | $8,912-87.5% | $10,340-89.2% | $8,951-87.5% |