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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 | $27,996 | $49,791-43.8% | $78,210-64.2% | $70,126-60.1% |
| Participation rate | 48.9% | 62.3%-13.4pp | 68.7%-19.8pp | 69.5%-20.6pp |
| Annual return | 18.33% | 20.75%-2.4pp | 40.90%-22.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,390 | $1,430-2.8% | $2,034-31.6% | $2,343-40.7% |
| Participant deferral / active EE | $2,671 | $2,150+24.2% | $2,823-5.4% | $3,332-19.8% |
| Admin fee / account holder | $3,877 | $3,181+21.9% | $3,758+3.2% | $4,645-16.5% |