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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 | $36,747 | $59,335-38.1% | $129,031-71.5% | $69,733-47.3% |
| Participation rate | 49.5% | 43.3%+6.2pp | 73.4%-23.8pp | 62.5%-12.9pp |
| Annual return | 14.83% | 19.52%-4.7pp | 34.67%-19.8pp | 15.22%-0.4pp |
| Employer contribution / active EE | $1,119 | $1,639-31.7% | $3,226-65.3% | $2,250-50.3% |
| Participant deferral / active EE | $1,684 | $2,485-32.2% | $5,217-67.7% | $3,054-44.9% |
| Admin fee / account holder | $8,957 | $3,940+127.3% | $13,208-32.2% | $3,102+188.8% |