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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 | $33,392 | $67,602-50.6% | $82,312-59.4% | $70,126-52.4% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 21.92% | 21.57%+0.3pp | 25.88%-4.0pp | 73.15%-51.2pp |
| Employer contribution / active EE | $1,003 | $1,755-42.9% | $2,428-58.7% | $2,343-57.2% |
| Participant deferral / active EE | $2,744 | $2,987-8.1% | $3,706-26.0% | $3,332-17.6% |
| Admin fee / account holder | $1,411 | $4,512-68.7% | $5,608-74.8% | $4,645-69.6% |