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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 | $62,435 | $86,949-28.2% | $102,460-39.1% | $80,959-22.9% |
| Participation rate | 28.1% | 72.4%-44.3pp | 76.5%-48.4pp | 67.7%-39.5pp |
| Annual return | 18.08% | 18.89%-0.8pp | 29.47%-11.4pp | 35.67%-17.6pp |
| Employer contribution / active EE | $1,989 | $2,370-16.1% | $3,025-34.3% | $2,757-27.9% |
| Participant deferral / active EE | $2,533 | $4,121-38.5% | $5,056-49.9% | $4,300-41.1% |
| Admin fee / account holder | $519 | $8,048-93.6% | $9,460-94.5% | $6,925-92.5% |