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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 | $31,934 | $39,132-18.4% | $57,196-44.2% | $62,881-49.2% |
| Participation rate | 52.9% | 70.5%-17.5pp | 75.3%-22.4pp | 69.3%-16.4pp |
| Annual return | 8.28% | 9.24%-1.0pp | 14.59%-6.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,516 | $1,874-19.1% | $2,683-43.5% | $2,281-33.5% |
| Participant deferral / active EE | $2,090 | $2,374-12.0% | $3,096-32.5% | $3,203-34.7% |
| Admin fee / account holder | $2,050 | $2,594-21.0% | $3,141-34.7% | $4,296-52.3% |