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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 | $62,926 | $101,798-38.2% | $165,071-61.9% | $80,935-22.3% |
| Participation rate | 45.7% | 71.8%-26.1pp | 78.6%-32.9pp | 67.7%-21.9pp |
| Annual return | 17.27% | 16.73%+0.5pp | 70.17%-52.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $1,360 | $2,954-54.0% | $4,347-68.7% | $2,757-50.7% |
| Participant deferral / active EE | $2,882 | $4,476-35.6% | $6,035-52.3% | $4,299-33.0% |
| Admin fee / account holder | $806 | $8,221-90.2% | $12,695-93.7% | $6,924-88.4% |