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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 | $52,351 | $73,787-29.1% | $98,716-47.0% | $82,448-36.5% |
| Participation rate | 31.3% | 61.4%-30.2pp | 69.3%-38.0pp | 68.1%-36.8pp |
| Annual return | 21.72% | 18.57%+3.2pp | 31.81%-10.1pp | 41.64%-19.9pp |
| Employer contribution / active EE | $703 | $1,511-53.5% | $2,279-69.1% | $2,551-72.4% |
| Participant deferral / active EE | $4,631 | $3,081+50.3% | $4,048+14.4% | $4,139+11.9% |
| Admin fee / account holder | $1,180 | $6,500-81.8% | $8,703-86.4% | $7,234-83.7% |