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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 | $29,385 | $52,682-44.2% | $78,004-62.3% | $64,097-54.2% |
| Participation rate | 50.0% | 47.7%+2.3pp | 69.4%-19.4pp | 55.2%-5.2pp |
| Annual return | 16.50% | 22.45%-6.0pp | 31.07%-14.6pp | 34.64%-18.1pp |
| Employer contribution / active EE | $1,236 | $1,323-6.6% | $2,469-49.9% | $1,891-34.7% |
| Participant deferral / active EE | $1,948 | $2,346-17.0% | $4,092-52.4% | $3,080-36.8% |
| Admin fee / account holder | $3,309 | $5,420-39.0% | $7,578-56.3% | $3,454-4.2% |