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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 | $33,224 | $81,504-59.2% | $102,437-67.6% | $80,959-59.0% |
| Participation rate | 49.5% | 66.9%-17.4pp | 74.5%-25.0pp | 67.7%-18.2pp |
| Annual return | 11.78% | 25.60%-13.8pp | 24.95%-13.2pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,422 | $3,104-54.2% | $3,871-63.3% | $2,757-48.4% |
| Participant deferral / active EE | $2,830 | $3,871-26.9% | $5,060-44.1% | $4,300-34.2% |
| Admin fee / account holder | $1,039 | $6,719-84.5% | $8,388-87.6% | $6,925-85.0% |