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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 | $37,482 | $73,988-49.3% | $96,538-61.2% | $75,177-50.1% |
| Participation rate | 47.9% | 66.4%-18.5pp | 74.3%-26.5pp | 67.2%-19.3pp |
| Annual return | 18.36% | 26.73%-8.4pp | 35.74%-17.4pp | 160.75%-142.4pp |
| Employer contribution / active EE | $1,608 | $2,930-45.1% | $3,740-57.0% | $2,671-39.8% |
| Participant deferral / active EE | $2,626 | $3,660-28.3% | $4,880-46.2% | $4,126-36.4% |
| Admin fee / account holder | $2,471 | $5,220-52.7% | $6,737-63.3% | $5,651-56.3% |